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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 | $100,073-56.7% | $85,126-49.1% | $145,877-70.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 21.79% | 84.11%-62.3pp | 66.63%-44.8pp | 551.28%-529.5pp |
| Employer contribution / active EE | $3,723 | $3,236+15.0% | $2,731+36.3% | $4,663-20.2% |
| Participant deferral / active EE | $8,412 | $5,294+58.9% | $4,523+86.0% | $6,691+25.7% |
| Admin fee / account holder | $129 | $7,261-98.2% | $6,160-97.9% | $13,402-99.0% |