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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 | $24,197 | $85,766-71.8% | $136,298-82.2% | $70,126-65.5% |
| Participation rate | 78.0% | 74.2%+3.9pp | 81.9%-3.9pp | 69.5%+8.5pp |
| Annual return | 23.74% | 31.46%-7.7pp | 5156.27%-5132.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $2,037 | $2,966-31.3% | $4,696-56.6% | $2,343-13.1% |
| Participant deferral / active EE | $4,407 | $5,051-12.8% | $6,247-29.5% | $3,332+32.3% |
| Admin fee / account holder | $120 | $5,421-97.8% | $9,244-98.7% | $4,645-97.4% |