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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 | $26,426 | $49,249-46.3% | $70,476-62.5% | $79,852-66.9% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 69.6%+17.0pp |
| Annual return | 58.96% | 30.09%+28.9pp | 109.12%-50.2pp | 31.72%+27.2pp |
| Employer contribution / active EE | $2,939 | $2,100+39.9% | $2,738+7.3% | $2,471+18.9% |
| Participant deferral / active EE | $8,426 | $2,769+204.3% | $3,710+127.1% | $3,740+125.3% |
| Admin fee / account holder | $195 | $2,878-93.2% | $3,847-94.9% | $5,306-96.3% |