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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 | $156,560 | $114,013+37.3% | $103,693+51.0% | $155,188+0.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 15.90% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $4,523 | $3,131+44.4% | $2,920+54.9% | $4,248+6.5% |
| Participant deferral / active EE | $6,802 | $4,970+36.9% | $4,579+48.5% | $6,531+4.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |