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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 | $164,203 | $148,623+10.5% | $135,974+20.8% | $139,466+17.7% |
| Participation rate | 82.6% | 83.9%-1.3pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 21.12% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,638 | $8,103-42.8% | $7,760-40.2% | $6,712-30.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |