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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 | $243,564 | $185,883+31.0% | $170,043+43.2% | $139,466+74.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 31.10% | 60.54%-29.4pp | 53.40%-22.3pp | 373.66%-342.6pp |
| Employer contribution / active EE | $3,400 | $7,596-55.2% | $6,790-49.9% | $4,754-28.5% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |