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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 | $28,533 | $85,766-66.7% | $136,298-79.1% | $70,126-59.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 27.29% | 31.46%-4.2pp | 5156.27%-5129.0pp | 73.15%-45.9pp |
| Employer contribution / active EE | $3,358 | $2,966+13.2% | $4,696-28.5% | $2,343+43.4% |
| Participant deferral / active EE | $5,183 | $5,051+2.6% | $6,247-17.0% | $3,332+55.6% |
| Admin fee / account holder | $89 | $5,421-98.4% | $9,244-99.0% | $4,645-98.1% |