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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 | $41,497 | $101,618-59.2% | $93,063-55.4% | $137,256-69.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 24.90% | 223.95%-199.1pp | 34.15%-9.3pp | 220.34%-195.4pp |
| Employer contribution / active EE | $4,300 | $2,707+58.8% | $2,476+73.7% | $4,156+3.5% |
| Participant deferral / active EE | $7,103 | $4,279+66.0% | $3,958+79.4% | $6,407+10.9% |
| Admin fee / account holder | $18 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |