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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 | $48,846 | $85,169-42.6% | $172,755-71.7% | $72,983-33.1% |
| Participation rate | 82.9% | 70.1%+12.9pp | 82.6%+0.3pp | 69.5%+13.4pp |
| Annual return | 18.53% | 27.32%-8.8pp | 802.94%-784.4pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,806 | $3,324-45.7% | $5,144-64.9% | $2,440-26.0% |
| Participant deferral / active EE | $4,497 | $3,260+38.0% | $5,198-13.5% | $3,608+24.7% |
| Admin fee / account holder | $12 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |