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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 | $34,530 | $99,644-65.3% | $86,438-60.1% | $134,532-74.3% |
| Participation rate | 94.1% | 82.1%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | 40.43% | 6787.26%-6746.8pp | 4397.19%-4356.8pp | 418.27%-377.8pp |
| Employer contribution / active EE | $7,443 | $4,402+69.1% | $3,769+97.5% | $4,741+57.0% |
| Participant deferral / active EE | $10,228 | $7,247+41.1% | $6,952+47.1% | $6,401+59.8% |
| Admin fee / account holder | $168 | $8,375-98.0% | $6,733-97.5% | $11,429-98.5% |