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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 | $40,703 | $45,041-9.6% | $63,003-35.4% | $70,131-42.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 138.15% | 18.76%+119.4pp | 87.59%+50.6pp | 73.14%+65.0pp |
| Employer contribution / active EE | $2,530 | $2,052+23.3% | $2,760-8.3% | $2,342+8.0% |
| Participant deferral / active EE | $2,530 | $2,465+2.6% | $3,329-24.0% | $3,332-24.1% |
| Admin fee / account holder | $199 | $2,836-93.0% | $3,600-94.5% | $4,645-95.7% |