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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 | $41,694 | $86,298-51.7% | $111,308-62.5% | $85,847-51.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 19.59% | 19.99%-0.4pp | 54.67%-35.1pp | 318.61%-299.0pp |
| Employer contribution / active EE | $6,884 | $2,044+236.8% | $2,732+152.0% | $2,565+168.3% |
| Participant deferral / active EE | $5,231 | $3,641+43.7% | $4,487+16.6% | $3,952+32.4% |
| Admin fee / account holder | $189 | $8,189-97.7% | $7,965-97.6% | $6,261-97.0% |