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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 | $42,457 | $125,190-66.1% | $105,624-59.8% | $145,897-70.9% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 21.02% | 225.22%-204.2pp | 116.20%-95.2pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,368 | $3,720-36.4% | $3,168-25.3% | $4,663-49.2% |
| Participant deferral / active EE | $3,607 | $5,716-36.9% | $5,013-28.0% | $6,689-46.1% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |