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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 | $125,162 | $110,337+13.4% | $102,383+22.2% | $145,877-14.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 19.14% | 24.83%-5.7pp | 24.94%-5.8pp | 551.28%-532.1pp |
| Employer contribution / active EE | $5,425 | $4,216+28.7% | $3,870+40.2% | $4,663+16.3% |
| Participant deferral / active EE | $11,634 | $5,621+107.0% | $5,060+129.9% | $6,691+73.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |