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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 | $31,612 | $89,370-64.6% | $141,197-77.6% | $72,976-56.7% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 30.97% | 111.88%-80.9pp | 71.41%-40.4pp | 81.02%-50.0pp |
| Employer contribution / active EE | $2,165 | $3,115-30.5% | $4,736-54.3% | $2,440-11.3% |
| Participant deferral / active EE | $3,546 | $5,419-34.6% | $6,710-47.2% | $3,608-1.7% |
| Admin fee / account holder | $9 | $5,957-99.9% | $10,265-99.9% | $5,124-99.8% |