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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 | $186,369 | $72,071+158.6% | $68,368+172.6% | $137,256+35.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 18.09% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,741 | $2,788+34.2% | $2,649+41.2% | $4,156-10.0% |
| Participant deferral / active EE | $10,026 | $4,410+127.3% | $4,123+143.2% | $6,407+56.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |