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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 | $29,432 | $89,370-67.1% | $141,197-79.2% | $72,976-59.7% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 23.05% | 111.88%-88.8pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $3,147 | $3,115+1.0% | $4,736-33.6% | $2,440+29.0% |
| Participant deferral / active EE | $5,054 | $5,419-6.7% | $6,710-24.7% | $3,608+40.1% |
| Admin fee / account holder | $253 | $5,957-95.7% | $10,265-97.5% | $5,124-95.1% |