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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 | $67,989 | $85,766-20.7% | $136,298-50.1% | $70,126-3.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.45% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $6,392 | $2,966+115.5% | $4,696+36.1% | $2,343+172.9% |
| Participant deferral / active EE | $6,494 | $5,051+28.6% | $6,247+3.9% | $3,332+94.9% |
| Admin fee / account holder | $37 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |