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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 | $207,035 | $70,366+194.2% | $66,674+210.5% | $138,895+49.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 21.49% | 386.41%-364.9pp | 321.24%-299.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $3,159 | $2,765+14.3% | $2,620+20.6% | $4,194-24.7% |
| Participant deferral / active EE | $7,165 | $4,374+63.8% | $4,084+75.4% | $6,396+12.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |