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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 | $22,165 | $76,551-71.0% | $123,894-82.1% | $62,881-64.8% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 199.17% | 18.68%+180.5pp | 47.52%+151.7pp | 20.14%+179.0pp |
| Employer contribution / active EE | $3,070 | $2,882+6.5% | $4,617-33.5% | $2,281+34.6% |
| Participant deferral / active EE | $5,045 | $4,840+4.2% | $5,984-15.7% | $3,203+57.5% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |