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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 | $199,129 | $157,304+26.6% | $141,197+41.0% | $152,909+30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.18% | 64.34%-37.2pp | 71.41%-44.2pp | 345.46%-318.3pp |
| Employer contribution / active EE | $4,340 | $5,263-17.5% | $4,736-8.4% | $4,764-8.9% |
| Participant deferral / active EE | $9,805 | $7,111+37.9% | $6,710+46.1% | $5,851+67.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |