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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 | $41,260 | $108,942-62.1% | $100,415-58.9% | $145,897-71.7% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 13.69% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $4,234 | $4,422-4.2% | $3,943+7.4% | $4,663-9.2% |
| Participant deferral / active EE | $4,926 | $8,461-41.8% | $8,091-39.1% | $6,689-26.4% |
| Admin fee / account holder | $41 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |