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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 | $40,924 | $100,139-59.1% | $85,187-52.0% | $145,884-71.9% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 15.10% | 84.15%-69.0pp | 66.67%-51.6pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,701 | $3,238+14.3% | $2,732+35.4% | $4,662-20.6% |
| Participant deferral / active EE | $13,030 | $5,296+146.1% | $4,525+188.0% | $6,690+94.8% |
| Admin fee / account holder | $260 | $7,262-96.4% | $6,162-95.8% | $13,392-98.1% |