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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 | $40,949 | $85,766-52.3% | $136,298-70.0% | $70,126-41.6% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 18.89% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,469 | $2,966-50.5% | $4,696-68.7% | $2,343-37.3% |
| Participant deferral / active EE | $3,492 | $5,051-30.9% | $6,247-44.1% | $3,332+4.8% |
| Admin fee / account holder | $240 | $5,421-95.6% | $9,244-97.4% | $4,645-94.8% |