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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 | $147,752 | $165,361-10.6% | $149,715-1.3% | $158,950-7.0% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 28.36% | 348.24%-319.9pp | 276.66%-248.3pp | 302.91%-274.5pp |
| Employer contribution / active EE | $11,435 | $5,103+124.1% | $4,645+146.2% | $4,762+140.1% |
| Participant deferral / active EE | $16,017 | $7,182+123.0% | $6,842+134.1% | $5,983+167.7% |
| Admin fee / account holder | $89 | $10,808-99.2% | $9,310-99.0% | $11,248-99.2% |