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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 | $37,803 | $100,060-62.2% | $149,721-74.8% | $70,126-46.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 41.17% | 27.46%+13.7pp | 1501.67%-1460.5pp | 73.15%-32.0pp |
| Employer contribution / active EE | $2,090 | $3,661-42.9% | $5,444-61.6% | $2,343-10.8% |
| Participant deferral / active EE | $4,432 | $4,982-11.0% | $6,568-32.5% | $3,332+33.0% |
| Admin fee / account holder | $115 | $8,285-98.6% | $11,282-99.0% | $4,645-97.5% |