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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 | $36,829 | $48,570-24.2% | $130,660-71.8% | $72,975-49.5% |
| Participation rate | 76.0% | 58.6%+17.4pp | 71.7%+4.3pp | 69.5%+6.5pp |
| Annual return | 23.15% | 38.63%-15.5pp | 1709.29%-1686.1pp | 81.01%-57.9pp |
| Employer contribution / active EE | $3,564 | $1,334+167.1% | $4,092-12.9% | $2,440+46.0% |
| Participant deferral / active EE | $2,835 | $2,384+18.9% | $3,603-21.3% | $3,608-21.4% |
| Admin fee / account holder | $8 | $3,549-99.8% | $5,463-99.9% | $5,124-99.9% |