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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 | $159,086 | $144,130+10.4% | $117,861+35.0% | $147,586+7.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 18.97% | 531.20%-512.2pp | 335.11%-316.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,036 | $4,897-38.0% | $3,786-19.8% | $4,876-37.7% |
| Participant deferral / active EE | $8,433 | $5,316+58.6% | $4,482+88.2% | $5,439+55.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |