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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 | $36,616 | $85,766-57.3% | $136,298-73.1% | $70,126-47.8% |
| Participation rate | 89.4% | 74.2%+15.2pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 38.49% | 31.46%+7.0pp | 5156.27%-5117.8pp | 73.15%-34.7pp |
| Employer contribution / active EE | $2,688 | $2,966-9.4% | $4,696-42.7% | $2,343+14.8% |
| Participant deferral / active EE | $5,552 | $5,051+9.9% | $6,247-11.1% | $3,332+66.6% |
| Admin fee / account holder | $235 | $5,421-95.7% | $9,244-97.5% | $4,645-94.9% |