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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 | $26,607 | $72,071-63.1% | $68,368-61.1% | $137,256-80.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 30.19% | 353.14%-323.0pp | 292.57%-262.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $3,877 | $2,788+39.1% | $2,649+46.3% | $4,156-6.7% |
| Participant deferral / active EE | $11,064 | $4,410+150.9% | $4,123+168.4% | $6,407+72.7% |
| Admin fee / account holder | $91 | $5,336-98.3% | $5,150-98.2% | $12,270-99.3% |