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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 | $47,486 | $61,605-22.9% | $112,273-57.7% | $75,181-36.8% |
| Participation rate | 79.7% | 61.7%+18.1pp | 72.4%+7.3pp | 67.2%+12.5pp |
| Annual return | 73.87% | 28.47%+45.4pp | 30.23%+43.6pp | 160.69%-86.8pp |
| Employer contribution / active EE | $5,013 | $2,015+148.7% | $3,431+46.1% | $2,671+87.7% |
| Participant deferral / active EE | $9,525 | $3,108+206.5% | $4,800+98.5% | $4,126+130.9% |
| Admin fee / account holder | $116 | $4,862-97.6% | $7,752-98.5% | $5,650-97.9% |