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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 | $41,877 | $103,392-59.5% | $87,104-51.9% | $152,897-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 43.63% | 28.10%+15.5pp | 28.19%+15.4pp | 345.43%-301.8pp |
| Employer contribution / active EE | $7,100 | $3,221+120.4% | $2,521+181.6% | $4,764+49.0% |
| Participant deferral / active EE | $15,975 | $4,778+234.3% | $4,048+294.6% | $5,851+173.0% |
| Admin fee / account holder | $123 | $12,194-99.0% | $7,491-98.4% | $11,599-98.9% |