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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 | $31,614 | $85,766-63.1% | $136,298-76.8% | $70,126-54.9% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 25.13% | 31.46%-6.3pp | 5156.27%-5131.1pp | 73.15%-48.0pp |
| Employer contribution / active EE | $3,026 | $2,966+2.0% | $4,696-35.6% | $2,343+29.2% |
| Participant deferral / active EE | $6,796 | $5,051+34.5% | $6,247+8.8% | $3,332+104.0% |
| Admin fee / account holder | $78 | $5,421-98.6% | $9,244-99.2% | $4,645-98.3% |