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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 | $44,298 | $176,402-74.9% | $134,162-67.0% | $158,966-72.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.24% | 63.66%-44.4pp | 36.35%-17.1pp | 302.95%-283.7pp |
| Employer contribution / active EE | $7,553 | $5,042+49.8% | $3,705+103.9% | $4,762+58.6% |
| Participant deferral / active EE | $8,697 | $4,093+112.5% | $3,500+148.5% | $5,983+45.4% |
| Admin fee / account holder | $140 | $8,719-98.4% | $6,685-97.9% | $11,250-98.8% |