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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 | $55,225 | $85,171-35.2% | $172,752-68.0% | $72,975-24.3% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 40.28% | 27.32%+13.0pp | 802.97%-762.7pp | 81.01%-40.7pp |
| Employer contribution / active EE | $2,543 | $3,324-23.5% | $5,144-50.6% | $2,440+4.2% |
| Participant deferral / active EE | $5,411 | $3,260+66.0% | $5,198+4.1% | $3,608+50.0% |
| Admin fee / account holder | $1 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |