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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 | $152,537 | $154,209-1.1% | $130,062+17.3% | $139,487+9.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 20.75% | 32.52%-11.8pp | -137.37%+158.1pp | 373.84%-353.1pp |
| Employer contribution / active EE | $8,316 | $5,292+57.1% | $4,322+92.4% | $4,755+74.9% |
| Participant deferral / active EE | $20,443 | $6,709+204.7% | $5,821+251.2% | $6,713+204.5% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |