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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 | $39,373 | $69,248-43.1% | $64,101-38.6% | $139,466-71.8% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 22.14% | 45.95%-23.8pp | 33.72%-11.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,740 | $3,185-14.0% | $2,749-0.3% | $4,754-42.4% |
| Participant deferral / active EE | $5,728 | $4,682+22.3% | $3,881+47.6% | $6,712-14.7% |
| Admin fee / account holder | $18 | $4,247-99.6% | $3,070-99.4% | $11,409-99.8% |