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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 | $52,211 | $78,707-33.7% | $117,861-55.7% | $70,126-25.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.19% | 23.30%-3.1pp | 335.11%-314.9pp | 73.15%-53.0pp |
| Employer contribution / active EE | $3,704 | $2,223+66.6% | $3,786-2.2% | $2,343+58.1% |
| Participant deferral / active EE | $3,802 | $3,297+15.3% | $4,482-15.2% | $3,332+14.1% |
| Admin fee / account holder | $26 | $5,066-99.5% | $8,021-99.7% | $4,645-99.4% |