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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 | $41,875 | $97,125-56.9% | $86,233-51.4% | $137,256-69.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 18.50% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,510 | $2,841+23.5% | $2,504+40.2% | $4,156-15.5% |
| Participant deferral / active EE | $8,985 | $5,180+73.5% | $4,559+97.1% | $6,407+40.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |