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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 | $40,684 | $98,766-58.8% | $149,730-72.8% | $79,852-49.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.82% | 27.43%-1.6pp | 276.70%-250.9pp | 31.72%-5.9pp |
| Employer contribution / active EE | $4,012 | $3,217+24.7% | $4,645-13.6% | $2,471+62.4% |
| Participant deferral / active EE | $8,671 | $5,681+52.6% | $6,843+26.7% | $3,740+131.8% |
| Admin fee / account holder | $61 | $6,052-99.0% | $9,310-99.3% | $5,306-98.9% |