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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 | $58,472 | $85,766-31.8% | $136,298-57.1% | $70,126-16.6% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 18.20% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,976 | $2,966+0.3% | $4,696-36.6% | $2,343+27.1% |
| Participant deferral / active EE | $2,732 | $5,051-45.9% | $6,247-56.3% | $3,332-18.0% |
| Admin fee / account holder | $53 | $5,421-99.0% | $9,244-99.4% | $4,645-98.9% |