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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 | $165,399-10.7% | $149,745-1.3% | $158,982-7.1% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 28.36% | 348.34%-320.0pp | 276.72%-248.4pp | 302.99%-274.6pp |
| Employer contribution / active EE | $11,435 | $5,105+124.0% | $4,646+146.2% | $4,763+140.1% |
| Participant deferral / active EE | $16,017 | $7,183+123.0% | $6,843+134.1% | $5,983+167.7% |
| Admin fee / account holder | $89 | $10,811-99.2% | $9,312-99.0% | $11,252-99.2% |