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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 | $43,336 | $100,203-56.8% | $85,240-49.2% | $145,897-70.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 21.79% | 84.28%-62.5pp | 66.75%-45.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $3,723 | $3,242+14.9% | $2,735+36.1% | $4,663-20.1% |
| Participant deferral / active EE | $8,412 | $5,299+58.8% | $4,527+85.8% | $6,689+25.8% |
| Admin fee / account holder | $129 | $7,265-98.2% | $6,165-97.9% | $13,390-99.0% |