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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 | $183,832 | $198,457-7.4% | $170,435+7.9% | $147,586+24.6% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.01% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $5,263 | $6,183-14.9% | $5,432-3.1% | $4,876+7.9% |
| Participant deferral / active EE | $4,262 | $5,629-24.3% | $4,939-13.7% | $5,439-21.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |