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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 | $41,295 | $101,618-59.4% | $93,063-55.6% | $137,256-69.9% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 32.55% | 223.95%-191.4pp | 34.15%-1.6pp | 220.34%-187.8pp |
| Employer contribution / active EE | $9,326 | $2,707+244.5% | $2,476+276.7% | $4,156+124.4% |
| Participant deferral / active EE | $7,839 | $4,279+83.2% | $3,958+98.0% | $6,407+22.4% |
| Admin fee / account holder | $230 | $6,198-96.3% | $6,033-96.2% | $12,270-98.1% |