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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 | $122,921 | $85,766+43.3% | $136,298-9.8% | $70,126+75.3% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 18.60% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $925 | $2,966-68.8% | $4,696-80.3% | $2,343-60.5% |
| Participant deferral / active EE | $9,838 | $5,051+94.8% | $6,247+57.5% | $3,332+195.3% |
| Admin fee / account holder | $256 | $5,421-95.3% | $9,244-97.2% | $4,645-94.5% |