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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 | $62,328 | $75,832-17.8% | $147,617-57.8% | $59,633+4.5% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | 3.54% | 0.37%+3.2pp | 61.98%-58.4pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $8,803 | $3,485+152.6% | $5,564+58.2% | $2,203+299.7% |
| Participant deferral / active EE | $6,888 | $3,131+120.0% | $4,895+40.7% | $3,192+115.8% |
| Admin fee / account holder | $219 | $5,986-96.3% | $11,612-98.1% | $4,297-94.9% |