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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 | $42,645 | $110,379-61.4% | $102,412-58.4% | $145,884-70.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 18.37% | 24.84%-6.5pp | 24.94%-6.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,591 | $4,216-38.5% | $3,870-33.0% | $4,662-44.4% |
| Participant deferral / active EE | $10,167 | $5,622+80.8% | $5,060+100.9% | $6,690+52.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |