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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 | $36,406 | $106,524-65.8% | $152,301-76.1% | $87,485-58.4% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 43.38% | 26.89%+16.5pp | 80.50%-37.1pp | 26.06%+17.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,776 | $6,525+141.8% | $8,004+97.1% | $4,274+269.1% |
| Admin fee / account holder | $298 | $8,287-96.4% | $14,398-97.9% | $7,775-96.2% |