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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 | $36,298 | $129,737-72.0% | $119,126-69.5% | $154,746-76.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 36.85% | 379.08%-342.2pp | 282.11%-245.3pp | 172.34%-135.5pp |
| Employer contribution / active EE | $1,379 | $4,375-68.5% | $4,034-65.8% | $4,379-68.5% |
| Participant deferral / active EE | $7,299 | $5,842+25.0% | $5,318+37.3% | $6,730+8.5% |
| Admin fee / account holder | $118 | $11,961-99.0% | $10,693-98.9% | $14,365-99.2% |