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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 | $21,862 | $85,171-74.3% | $172,752-87.3% | $72,975-70.0% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 28.17% | 27.32%+0.8pp | 802.97%-774.8pp | 81.01%-52.8pp |
| Employer contribution / active EE | $4,789 | $3,324+44.1% | $5,144-6.9% | $2,440+96.3% |
| Participant deferral / active EE | $3,344 | $3,260+2.6% | $5,198-35.7% | $3,608-7.3% |
| Admin fee / account holder | $87 | $5,880-98.5% | $13,955-99.4% | $5,124-98.3% |