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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 | $57,306 | $110,410-48.1% | $102,437-44.1% | $145,897-60.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 43.43% | 24.85%+18.6pp | 24.95%+18.5pp | 552.29%-508.9pp |
| Employer contribution / active EE | $3,985 | $4,217-5.5% | $3,871+2.9% | $4,663-14.5% |
| Participant deferral / active EE | $8,220 | $5,622+46.2% | $5,060+62.4% | $6,689+22.9% |
| Admin fee / account holder | $221 | $9,745-97.7% | $8,388-97.4% | $13,390-98.3% |