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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 | $138,671 | $85,171+62.8% | $172,752-19.7% | $72,975+90.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 30.82% | 27.32%+3.5pp | 802.97%-772.2pp | 81.01%-50.2pp |
| Employer contribution / active EE | $32,724 | $3,324+884.5% | $5,144+536.1% | $2,440+1241.1% |
| Participant deferral / active EE | $22,040 | $3,260+576.1% | $5,198+324.0% | $3,608+510.9% |
| Admin fee / account holder | $156 | $5,880-97.4% | $13,955-98.9% | $5,124-97.0% |