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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 | $38,936 | $85,766-54.6% | $136,298-71.4% | $70,126-44.5% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 20.99% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $3,395 | $2,966+14.5% | $4,696-27.7% | $2,343+44.9% |
| Participant deferral / active EE | $4,811 | $5,051-4.8% | $6,247-23.0% | $3,332+44.4% |
| Admin fee / account holder | $174 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |