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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 | $39,144 | $111,830-65.0% | $93,696-58.2% | $145,884-73.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 18.98% | 204.08%-185.1pp | 133.74%-114.8pp | 551.85%-532.9pp |
| Employer contribution / active EE | $6,642 | $3,093+114.7% | $2,422+174.2% | $4,662+42.5% |
| Participant deferral / active EE | $9,542 | $4,920+93.9% | $4,417+116.0% | $6,690+42.6% |
| Admin fee / account holder | $134 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |