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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 | $40,967 | $99,345-58.8% | $84,753-51.7% | $273,972-85.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 85.34% | 22.93%+62.4pp | 22.78%+62.6pp | 41.46%+43.9pp |
| Employer contribution / active EE | $2,579 | $4,214-38.8% | $3,574-27.9% | $4,869-47.0% |
| Participant deferral / active EE | $8,998 | $4,270+110.7% | $3,712+142.4% | $5,287+70.2% |
| Admin fee / account holder | $38 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |