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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 | $38,805 | $85,766-54.8% | $136,298-71.5% | $70,126-44.7% |
| Participation rate | 96.1% | 74.2%+21.9pp | 81.9%+14.2pp | 69.5%+26.5pp |
| Annual return | 22.75% | 31.46%-8.7pp | 5156.27%-5133.5pp | 73.15%-50.4pp |
| Employer contribution / active EE | $3,185 | $2,966+7.4% | $4,696-32.2% | $2,343+36.0% |
| Participant deferral / active EE | $4,977 | $5,051-1.5% | $6,247-20.3% | $3,332+49.4% |
| Admin fee / account holder | $287 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |