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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 | $43,315 | $172,111-74.8% | $150,298-71.2% | $137,256-68.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 11.76% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $9,209 | $4,636+98.6% | $4,154+121.7% | $4,156+121.6% |
| Participant deferral / active EE | $5,636 | $6,166-8.6% | $5,453+3.4% | $6,407-12.0% |
| Admin fee / account holder | $192 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |