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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 | $59,627 | $85,171-30.0% | $172,752-65.5% | $72,975-18.3% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 21.80% | 27.32%-5.5pp | 802.97%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $6,518 | $3,324+96.1% | $5,144+26.7% | $2,440+167.1% |
| Participant deferral / active EE | $5,067 | $3,260+55.4% | $5,198-2.5% | $3,608+40.4% |
| Admin fee / account holder | $199 | $5,880-96.6% | $13,955-98.6% | $5,124-96.1% |