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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 | $148,069 | $115,810+27.9% | $101,271+46.2% | $158,966-6.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 23.95% | 56.15%-32.2pp | 46.48%-22.5pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,026 | $4,175-51.5% | $3,660-44.6% | $4,762-57.5% |
| Participant deferral / active EE | $5,471 | $4,958+10.3% | $4,371+25.2% | $5,983-8.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |