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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 | $76,516 | $85,766-10.8% | $136,297-43.9% | $70,124+9.1% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 19.11% | 31.45%-12.3pp | 5156.19%-5137.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,961 | $2,966+67.3% | $4,696+5.7% | $2,342+111.8% |
| Participant deferral / active EE | $7,555 | $5,051+49.6% | $6,247+20.9% | $3,332+126.8% |
| Admin fee / account holder | $29 | $5,420-99.5% | $9,244-99.7% | $4,645-99.4% |