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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 | $67,926 | $89,370-24.0% | $141,197-51.9% | $72,976-6.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.16% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.9pp |
| Employer contribution / active EE | $3,156 | $3,115+1.3% | $4,736-33.4% | $2,440+29.3% |
| Participant deferral / active EE | $5,851 | $5,419+8.0% | $6,710-12.8% | $3,608+62.2% |
| Admin fee / account holder | $82 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |