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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 | $25,853 | $85,766-69.9% | $136,297-81.0% | $70,124-63.1% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 23.63% | 31.45%-7.8pp | 5156.19%-5132.6pp | 73.14%-49.5pp |
| Employer contribution / active EE | $3,462 | $2,966+16.7% | $4,696-26.3% | $2,342+47.8% |
| Participant deferral / active EE | $8,046 | $5,051+59.3% | $6,247+28.8% | $3,332+141.5% |
| Admin fee / account holder | $7 | $5,420-99.9% | $9,244-99.9% | $4,645-99.9% |