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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 | $158,089 | $217,432-27.3% | $185,849-14.9% | $167,536-5.6% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.83% | 148.42%-138.6pp | 122.10%-112.3pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,591 | $5,875-72.9% | $5,169-69.2% | $4,839-67.1% |
| Participant deferral / active EE | $7,106 | $6,357+11.8% | $5,569+27.6% | $6,342+12.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |