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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 | $188,356 | $157,304+19.7% | $141,197+33.4% | $152,909+23.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.79% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $958 | $5,263-81.8% | $4,736-79.8% | $4,764-79.9% |
| Participant deferral / active EE | $3,699 | $7,111-48.0% | $6,710-44.9% | $5,851-36.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |