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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 | $41,265 | $60,349-31.6% | $74,184-44.4% | $62,881-34.4% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 59.46% | 21.38%+38.1pp | 17.74%+41.7pp | 20.14%+39.3pp |
| Employer contribution / active EE | $2,816 | $1,680+67.6% | $2,370+18.8% | $2,281+23.4% |
| Participant deferral / active EE | $5,965 | $2,856+108.8% | $3,550+68.0% | $3,203+86.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |