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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 | $40,481 | $60,349-32.9% | $74,184-45.4% | $62,881-35.6% |
| Participation rate | 93.1% | 72.7%+20.4pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 64.19% | 21.38%+42.8pp | 17.74%+46.5pp | 20.14%+44.0pp |
| Employer contribution / active EE | $1,036 | $1,680-38.4% | $2,370-56.3% | $2,281-54.6% |
| Participant deferral / active EE | $4,146 | $2,856+45.2% | $3,550+16.8% | $3,203+29.5% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |