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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 | $63,774 | $53,128+20.0% | $86,582-26.3% | $70,126-9.1% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 37.39% | 27.66%+9.7pp | 965.08%-927.7pp | 73.15%-35.8pp |
| Employer contribution / active EE | $7,726 | $2,068+273.6% | $2,839+172.1% | $2,343+229.8% |
| Participant deferral / active EE | $10,279 | $2,695+281.4% | $3,609+184.9% | $3,332+208.5% |
| Admin fee / account holder | $291 | $3,584-91.9% | $4,904-94.1% | $4,645-93.7% |