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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 | $31,716 | $72,071-56.0% | $68,368-53.6% | $137,256-76.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 22.00% | 353.14%-331.1pp | 292.57%-270.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,897 | $2,788+39.8% | $2,649+47.1% | $4,156-6.2% |
| Participant deferral / active EE | $10,512 | $4,410+138.4% | $4,123+155.0% | $6,407+64.1% |
| Admin fee / account holder | $263 | $5,336-95.1% | $5,150-94.9% | $12,270-97.9% |