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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 | $44,486 | $107,368-58.6% | $92,915-52.1% | $152,909-70.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 27.19% | 145.64%-118.5pp | 109.45%-82.3pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,758 | $4,222-34.7% | $3,653-24.5% | $4,764-42.1% |
| Participant deferral / active EE | $9,359 | $4,848+93.1% | $4,238+120.8% | $5,851+59.9% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |