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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 | $108,922-62.1% | $100,398-58.9% | $145,978-71.7% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 13.69% | 58.04%-44.3pp | 49.32%-35.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $4,234 | $4,426-4.3% | $3,946+7.3% | $4,662-9.2% |
| Participant deferral / active EE | $4,926 | $8,450-41.7% | $8,084-39.1% | $6,690-26.4% |
| Admin fee / account holder | $41 | $9,680-99.6% | $7,893-99.5% | $13,400-99.7% |