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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 | $169,131 | $114,119+48.2% | $107,187+57.8% | $138,895+21.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 14.73% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $10,841 | $4,059+167.1% | $3,782+186.6% | $4,194+158.5% |
| Participant deferral / active EE | $7,666 | $5,538+38.4% | $5,096+50.4% | $6,396+19.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |