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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 | $28,602 | $85,766-66.7% | $136,298-79.0% | $70,126-59.2% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 17.46% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $5,930 | $2,966+99.9% | $4,696+26.3% | $2,343+153.1% |
| Participant deferral / active EE | $2,355 | $5,051-53.4% | $6,247-62.3% | $3,332-29.3% |
| Admin fee / account holder | $191 | $5,421-96.5% | $9,244-97.9% | $4,645-95.9% |