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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 | $44,831 | $103,966-56.9% | $112,899-60.3% | $75,173-40.4% |
| Participation rate | 88.0% | 75.7%+12.3pp | 80.5%+7.5pp | 67.2%+20.8pp |
| Annual return | 143.79% | 24.54%+119.3pp | 34.11%+109.7pp | 160.72%-16.9pp |
| Employer contribution / active EE | $5,481 | $3,870+41.6% | $4,566+20.0% | $2,671+105.2% |
| Participant deferral / active EE | $11,941 | $5,456+118.9% | $6,516+83.3% | $4,126+189.4% |
| Admin fee / account holder | $159 | $7,663-97.9% | $7,047-97.8% | $5,651-97.2% |