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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 | $121,484 | $85,766+41.6% | $136,298-10.9% | $70,126+73.2% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 20.13% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $7,638 | $2,966+157.5% | $4,696+62.7% | $2,343+226.1% |
| Participant deferral / active EE | $7,133 | $5,051+41.2% | $6,247+14.2% | $3,332+114.1% |
| Admin fee / account holder | $280 | $5,421-94.8% | $9,244-97.0% | $4,645-94.0% |