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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 | $41,042 | $118,488-65.4% | $98,462-58.3% | $139,487-70.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 48.14% | 18.96%+29.2pp | 21.17%+27.0pp | 373.84%-325.7pp |
| Employer contribution / active EE | $2,136 | $3,611-40.8% | $3,049-29.9% | $4,755-55.1% |
| Participant deferral / active EE | $5,827 | $5,393+8.0% | $4,738+23.0% | $6,713-13.2% |
| Admin fee / account holder | $178 | $13,868-98.7% | $8,875-98.0% | $11,407-98.4% |