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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 | $40,411 | $85,766-52.9% | $136,297-70.4% | $70,124-42.4% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 19.73% | 31.45%-11.7pp | 5156.19%-5136.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,178 | $2,966-26.6% | $4,696-53.6% | $2,342-7.0% |
| Participant deferral / active EE | $4,825 | $5,051-4.5% | $6,247-22.8% | $3,332+44.8% |
| Admin fee / account holder | $203 | $5,420-96.3% | $9,244-97.8% | $4,645-95.6% |