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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 | $183,773 | $157,276+16.8% | $141,177+30.2% | $152,885+20.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 21.52% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $3,574 | $5,262-32.1% | $4,736-24.5% | $4,763-25.0% |
| Participant deferral / active EE | $8,407 | $7,110+18.2% | $6,710+25.3% | $5,851+43.7% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |