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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 | $153,131 | $217,427-29.6% | $185,837-17.6% | $167,518-8.6% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 12.27% | 148.39%-136.1pp | 122.08%-109.8pp | 478.71%-466.4pp |
| Employer contribution / active EE | $8,173 | $5,874+39.1% | $5,168+58.1% | $4,838+68.9% |
| Participant deferral / active EE | $6,434 | $6,357+1.2% | $5,568+15.5% | $6,342+1.5% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |