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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 | $166,057 | $121,677+36.5% | $104,625+58.7% | $158,966+4.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 14.88% | 465.58%-450.7pp | 340.60%-325.7pp | 302.95%-288.1pp |
| Employer contribution / active EE | $2,664 | $3,165-15.8% | $2,681-0.6% | $4,762-44.1% |
| Participant deferral / active EE | $7,190 | $4,175+72.2% | $3,738+92.4% | $5,983+20.2% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |