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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 | $44,690 | $89,367-50.0% | $141,191-68.3% | $72,975-38.8% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 42.91% | 111.87%-69.0pp | 71.41%-28.5pp | 81.01%-38.1pp |
| Employer contribution / active EE | $4,808 | $3,115+54.4% | $4,736+1.5% | $2,440+97.0% |
| Participant deferral / active EE | $8,000 | $5,419+47.6% | $6,710+19.2% | $3,608+121.7% |
| Admin fee / account holder | $254 | $5,957-95.7% | $10,264-97.5% | $5,124-95.1% |