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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 | $55,003 | $85,766-35.9% | $136,298-59.6% | $70,126-21.6% |
| Participation rate | 93.9% | 74.2%+19.7pp | 81.9%+12.0pp | 69.5%+24.3pp |
| Annual return | 24.71% | 31.46%-6.7pp | 5156.27%-5131.6pp | 73.15%-48.4pp |
| Employer contribution / active EE | $3,317 | $2,966+11.8% | $4,696-29.4% | $2,343+41.6% |
| Participant deferral / active EE | $7,231 | $5,051+43.2% | $6,247+15.7% | $3,332+117.0% |
| Admin fee / account holder | $19 | $5,421-99.6% | $9,244-99.8% | $4,645-99.6% |