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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 | $129,872 | $63,346+105.0% | $92,240+40.8% | $70,126+85.2% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 12.55% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $4,331 | $2,471+75.3% | $3,680+17.7% | $2,343+84.9% |
| Participant deferral / active EE | $2,073 | $2,854-27.4% | $3,897-46.8% | $3,332-37.8% |
| Admin fee / account holder | $142 | $3,841-96.3% | $5,194-97.3% | $4,645-96.9% |