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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 | $76,334 | $29,736+156.7% | $56,033+36.2% | $80,935-5.7% |
| Participation rate | 77.8% | 41.7%+36.1pp | 52.5%+25.3pp | 67.7%+10.1pp |
| Annual return | 12.15% | 35.28%-23.1pp | 1711.38%-1699.2pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,518 | $671+275.0% | $1,041+141.9% | $2,757-8.7% |
| Participant deferral / active EE | $5,273 | $1,228+329.3% | $1,954+169.9% | $4,299+22.7% |
| Admin fee / account holder | $187 | $2,434-92.3% | $2,827-93.4% | $6,924-97.3% |