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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 | $41,816 | $89,364-53.2% | $141,177-70.4% | $72,983-42.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.84% | 111.86%-89.0pp | 71.40%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $7,088 | $3,115+127.6% | $4,736+49.7% | $2,440+190.5% |
| Participant deferral / active EE | $5,794 | $5,419+6.9% | $6,710-13.6% | $3,608+60.6% |
| Admin fee / account holder | $264 | $5,959-95.6% | $10,263-97.4% | $5,124-94.8% |