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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 | $126,179 | $29,733+324.4% | $56,025+125.2% | $80,959+55.9% |
| Participation rate | 92.0% | 41.7%+50.3pp | 52.5%+39.5pp | 67.7%+24.3pp |
| Annual return | 10.69% | 35.28%-24.6pp | 1712.69%-1702.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $4,600 | $672+584.8% | $1,042+341.7% | $2,757+66.9% |
| Participant deferral / active EE | $3,563 | $1,229+189.8% | $1,955+82.3% | $4,300-17.2% |
| Admin fee / account holder | $36 | $2,434-98.5% | $2,828-98.7% | $6,925-99.5% |