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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 | $36,453 | $58,714-37.9% | $142,874-74.5% | $85,856-57.5% |
| Participation rate | 89.7% | 58.5%+31.2pp | 72.0%+17.8pp | 69.3%+20.4pp |
| Annual return | 18.71% | 27.73%-9.0pp | 5638.58%-5619.9pp | 318.58%-299.9pp |
| Employer contribution / active EE | $1,700 | $1,423+19.4% | $4,145-59.0% | $2,565-33.7% |
| Participant deferral / active EE | $1,018 | $2,608-61.0% | $3,838-73.5% | $3,952-74.3% |
| Admin fee / account holder | $239 | $4,241-94.4% | $6,561-96.4% | $6,261-96.2% |