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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 | $168,175 | $70,366+139.0% | $66,674+152.2% | $138,895+21.1% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 17.83% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,490 | $2,765-10.0% | $2,620-5.0% | $4,194-40.6% |
| Participant deferral / active EE | $5,046 | $4,374+15.4% | $4,084+23.5% | $6,396-21.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |