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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 | $42,180 | $99,053-57.4% | $88,179-52.2% | $138,895-69.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 26.27% | 78.17%-51.9pp | 64.97%-38.7pp | 145.39%-119.1pp |
| Employer contribution / active EE | $3,820 | $2,882+32.5% | $2,549+49.8% | $4,194-8.9% |
| Participant deferral / active EE | $4,775 | $5,225-8.6% | $4,614+3.5% | $6,396-25.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |