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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 | $156,655 | $114,119+37.3% | $107,187+46.2% | $138,895+12.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.23% | 273.21%-252.0pp | 204.55%-183.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,992 | $4,059-26.3% | $3,782-20.9% | $4,194-28.7% |
| Participant deferral / active EE | $6,670 | $5,538+20.4% | $5,096+30.9% | $6,396+4.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |