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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 | $41,512 | $97,125-57.3% | $86,233-51.9% | $137,256-69.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.02% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $11,031 | $2,841+288.2% | $2,504+340.5% | $4,156+165.4% |
| Participant deferral / active EE | $6,984 | $5,180+34.8% | $4,559+53.2% | $6,407+9.0% |
| Admin fee / account holder | $19 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |