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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 | $24,954 | $60,119-58.5% | $90,414-72.4% | $79,860-68.8% |
| Participation rate | 94.1% | 65.0%+29.1pp | 72.7%+21.4pp | 69.6%+24.5pp |
| Annual return | 14.65% | 71.94%-57.3pp | 1293.19%-1278.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,322 | $2,068+60.7% | $3,262+1.8% | $2,471+34.4% |
| Participant deferral / active EE | $3,624 | $2,938+23.4% | $3,963-8.6% | $3,740-3.1% |
| Admin fee / account holder | $289 | $3,976-92.7% | $5,611-94.8% | $5,306-94.5% |