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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 | $40,971 | $107,368-61.8% | $92,915-55.9% | $152,909-73.2% |
| Participation rate | 94.7% | 79.8%+14.9pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 26.56% | 145.64%-119.1pp | 109.45%-82.9pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,041 | $4,222-51.7% | $3,653-44.1% | $4,764-57.2% |
| Participant deferral / active EE | $2,611 | $4,848-46.1% | $4,238-38.4% | $5,851-55.4% |
| Admin fee / account holder | $66 | $7,082-99.1% | $5,796-98.9% | $11,601-99.4% |