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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 | $42,045 | $115,796-63.7% | $101,264-58.5% | $158,950-73.5% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 12.41% | 56.15%-43.7pp | 46.48%-34.1pp | 302.91%-290.5pp |
| Employer contribution / active EE | $3,006 | $4,175-28.0% | $3,660-17.9% | $4,762-36.9% |
| Participant deferral / active EE | $4,317 | $4,958-12.9% | $4,370-1.2% | $5,983-27.8% |
| Admin fee / account holder | $261 | $7,247-96.4% | $5,947-95.6% | $11,248-97.7% |