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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 | $76,125 | $49,891+52.6% | $80,607-5.6% | $75,181+1.3% |
| Participation rate | 90.6% | 55.3%+35.3pp | 67.0%+23.6pp | 67.2%+23.4pp |
| Annual return | 16.65% | 34.67%-18.0pp | 936.11%-919.5pp | 160.69%-144.0pp |
| Employer contribution / active EE | $5,231 | $1,698+208.0% | $2,724+92.0% | $2,671+95.9% |
| Participant deferral / active EE | $4,649 | $2,991+55.4% | $4,448+4.5% | $4,126+12.7% |
| Admin fee / account holder | $120 | $3,578-96.7% | $5,379-97.8% | $5,650-97.9% |