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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 | $41,047 | $108,911-62.3% | $100,392-59.1% | $145,884-71.9% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 19.32% | 58.23%-38.9pp | 49.45%-30.1pp | 551.85%-532.5pp |
| Employer contribution / active EE | $1,971 | $4,420-55.4% | $3,941-50.0% | $4,662-57.7% |
| Participant deferral / active EE | $9,680 | $8,459+14.4% | $8,090+19.7% | $6,690+44.7% |
| Admin fee / account holder | $35 | $9,698-99.6% | $7,904-99.6% | $13,392-99.7% |