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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 | $29,670+325.3% | $56,054+125.1% | $80,911+55.9% |
| Participation rate | 92.0% | 41.7%+50.3pp | 52.5%+39.5pp | 67.6%+24.4pp |
| Annual return | 10.69% | 35.24%-24.5pp | 1705.95%-1695.3pp | 35.63%-24.9pp |
| Employer contribution / active EE | $4,600 | $670+586.9% | $1,039+342.8% | $2,756+66.9% |
| Participant deferral / active EE | $3,563 | $1,227+190.4% | $1,952+82.5% | $4,297-17.1% |
| Admin fee / account holder | $36 | $2,431-98.5% | $2,822-98.7% | $6,935-99.5% |