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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 | $225,040 | $114,013+97.4% | $103,693+117.0% | $155,188+45.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 80.8%+11.5pp |
| Annual return | 39.82% | 49.31%-9.5pp | 47.61%-7.8pp | 148.84%-109.0pp |
| Employer contribution / active EE | $18,762 | $3,131+499.2% | $2,920+542.5% | $4,248+341.7% |
| Participant deferral / active EE | $5,240 | $4,970+5.4% | $4,579+14.4% | $6,531-19.8% |
| Admin fee / account holder | $145 | $8,407-98.3% | $7,858-98.2% | $14,480-99.0% |