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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 | $179,082 | $98,760+81.3% | $149,710+19.6% | $79,860+124.2% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 21.27% | 27.43%-6.2pp | 276.63%-255.4pp | 31.72%-10.4pp |
| Employer contribution / active EE | $6,371 | $3,217+98.0% | $4,645+37.2% | $2,471+157.8% |
| Participant deferral / active EE | $6,513 | $5,681+14.6% | $6,842-4.8% | $3,740+74.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |