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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 | $31,971 | $65,395-51.1% | $182,558-82.5% | $72,976-56.2% |
| Participation rate | 82.4% | 65.4%+16.9pp | 78.0%+4.4pp | 69.5%+12.9pp |
| Annual return | 32.68% | 27.68%+5.0pp | 148.59%-115.9pp | 81.02%-48.3pp |
| Employer contribution / active EE | $4,804 | $1,911+151.4% | $4,076+17.9% | $2,440+96.9% |
| Participant deferral / active EE | $11,209 | $3,563+214.6% | $5,526+102.8% | $3,608+210.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |