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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 | $47,689 | $107,368-55.6% | $92,915-48.7% | $152,909-68.8% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.5%+13.4pp |
| Annual return | 21.39% | 145.64%-124.2pp | 109.45%-88.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $7,041 | $4,222+66.8% | $3,653+92.7% | $4,764+47.8% |
| Participant deferral / active EE | $3,013 | $4,848-37.8% | $4,238-28.9% | $5,851-48.5% |
| Admin fee / account holder | $45 | $7,082-99.4% | $5,796-99.2% | $11,601-99.6% |