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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 | $79,634 | $85,169-6.5% | $172,755-53.9% | $72,983+9.1% |
| Participation rate | 71.9% | 70.1%+1.8pp | 82.6%-10.8pp | 69.5%+2.4pp |
| Annual return | 25.89% | 27.32%-1.4pp | 802.94%-777.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,639 | $3,324-50.7% | $5,144-68.1% | $2,440-32.8% |
| Participant deferral / active EE | $3,525 | $3,260+8.1% | $5,198-32.2% | $3,608-2.3% |
| Admin fee / account holder | $36 | $5,880-99.4% | $13,955-99.7% | $5,124-99.3% |