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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 | $52,860 | $85,171-37.9% | $172,752-69.4% | $72,975-27.6% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | 20.86% | 27.32%-6.5pp | 802.97%-782.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,139 | $3,324-35.7% | $5,144-58.4% | $2,440-12.4% |
| Participant deferral / active EE | $4,245 | $3,260+30.2% | $5,198-18.3% | $3,608+17.7% |
| Admin fee / account holder | $199 | $5,880-96.6% | $13,955-98.6% | $5,124-96.1% |