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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,629 | $84,236-51.8% | $170,435-76.2% | $70,126-42.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.88% | 23.06%-2.2pp | 205.94%-185.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $5,080 | $3,387+50.0% | $5,432-6.5% | $2,343+116.9% |
| Participant deferral / active EE | $2,592 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |