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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 | $40,562 | $85,766-52.7% | $136,298-70.2% | $70,126-42.2% |
| Participation rate | 94.2% | 74.2%+20.1pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 21.24% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,834 | $2,966-38.2% | $4,696-60.9% | $2,343-21.7% |
| Participant deferral / active EE | $4,669 | $5,051-7.6% | $6,247-25.3% | $3,332+40.1% |
| Admin fee / account holder | $134 | $5,421-97.5% | $9,244-98.5% | $4,645-97.1% |