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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 | $41,905 | $209,425-80.0% | $178,499-76.5% | $158,966-73.6% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 37.12% | 188.80%-151.7pp | 151.10%-114.0pp | 302.95%-265.8pp |
| Employer contribution / active EE | $3,555 | $5,707-37.7% | $5,011-29.1% | $4,762-25.3% |
| Participant deferral / active EE | $11,168 | $5,955+87.5% | $5,202+114.7% | $5,983+86.7% |
| Admin fee / account holder | $16 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |