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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 | $155,054 | $114,119+35.9% | $107,187+44.7% | $138,895+11.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 79.9%+4.7pp |
| Annual return | 19.52% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,288 | $4,059-19.0% | $3,782-13.1% | $4,194-21.6% |
| Participant deferral / active EE | $11,172 | $5,538+101.7% | $5,096+119.2% | $6,396+74.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |