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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 | $41,656 | $89,370-53.4% | $141,197-70.5% | $72,976-42.9% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.7pp |
| Annual return | 126.20% | 111.88%+14.3pp | 71.41%+54.8pp | 81.02%+45.2pp |
| Employer contribution / active EE | $3,067 | $3,115-1.5% | $4,736-35.2% | $2,440+25.7% |
| Participant deferral / active EE | $4,353 | $5,419-19.7% | $6,710-35.1% | $3,608+20.6% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |