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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 | $61,722 | $78,705-21.6% | $117,860-47.6% | $70,124-12.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.41% | 23.30%-5.9pp | 335.10%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,720 | $2,223+112.3% | $3,786+24.7% | $2,342+101.5% |
| Participant deferral / active EE | $3,752 | $3,297+13.8% | $4,482-16.3% | $3,332+12.6% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |