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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 | $71,753 | $51,638+39.0% | $68,368+5.0% | $82,448-13.0% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 29.58% | 37.53%-8.0pp | 292.57%-263.0pp | 41.64%-12.1pp |
| Employer contribution / active EE | $4,346 | $2,047+112.4% | $2,649+64.1% | $2,551+70.4% |
| Participant deferral / active EE | $10,589 | $2,914+263.4% | $4,123+156.8% | $4,139+155.8% |
| Admin fee / account holder | $8 | $4,643-99.8% | $5,150-99.9% | $7,234-99.9% |