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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 | $55,215 | $89,370-38.2% | $141,197-60.9% | $72,976-24.3% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 25.95% | 111.88%-85.9pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $2,840 | $3,115-8.8% | $4,736-40.0% | $2,440+16.4% |
| Participant deferral / active EE | $6,910 | $5,419+27.5% | $6,710+3.0% | $3,608+91.5% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |