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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 | $46,738 | $78,705-40.6% | $117,860-60.3% | $70,124-33.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 24.23% | 23.30%+0.9pp | 335.10%-310.9pp | 73.14%-48.9pp |
| Employer contribution / active EE | $9,097 | $2,223+309.2% | $3,786+140.3% | $2,342+288.4% |
| Participant deferral / active EE | $7,364 | $3,297+123.3% | $4,482+64.3% | $3,332+121.0% |
| Admin fee / account holder | $146 | $5,065-97.1% | $8,021-98.2% | $4,645-96.9% |