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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 | $142,541 | $85,171+67.4% | $172,753-17.5% | $72,976+95.3% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 23.99% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $7,772 | $3,324+133.8% | $5,144+51.1% | $2,440+218.5% |
| Participant deferral / active EE | $6,888 | $3,260+111.3% | $5,198+32.5% | $3,608+90.9% |
| Admin fee / account holder | $241 | $5,880-95.9% | $13,956-98.3% | $5,124-95.3% |