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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 | $42,911 | $98,240-56.3% | $82,313-47.9% | $147,585-70.9% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 20.83% | 30.85%-10.0pp | 25.88%-5.0pp | 578.58%-557.8pp |
| Employer contribution / active EE | $4,317 | $3,192+35.3% | $2,428+77.8% | $4,876-11.5% |
| Participant deferral / active EE | $2,425 | $4,383-44.7% | $3,706-34.6% | $5,439-55.4% |
| Admin fee / account holder | $24 | $8,563-99.7% | $5,608-99.6% | $10,886-99.8% |