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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 | $31,454 | $85,766-63.3% | $136,298-76.9% | $70,126-55.1% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 26.74% | 31.46%-4.7pp | 5156.27%-5129.5pp | 73.15%-46.4pp |
| Employer contribution / active EE | $2,626 | $2,966-11.5% | $4,696-44.1% | $2,343+12.1% |
| Participant deferral / active EE | $5,045 | $5,051-0.1% | $6,247-19.2% | $3,332+51.4% |
| Admin fee / account holder | $183 | $5,421-96.6% | $9,244-98.0% | $4,645-96.1% |