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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 | $40,729 | $82,674-50.7% | $125,363-67.5% | $68,495-40.5% |
| Participation rate | 93.2% | 75.0%+18.1pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | 15.84% | -5.97%+21.8pp | 572.15%-556.3pp | -7.84%+23.7pp |
| Employer contribution / active EE | $3,953 | $3,382+16.9% | $4,815-17.9% | $2,596+52.2% |
| Participant deferral / active EE | $10,060 | $6,111+64.6% | $7,447+35.1% | $4,028+149.8% |
| Admin fee / account holder | $159 | $6,276-97.5% | $10,005-98.4% | $5,403-97.1% |