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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 | $173,793 | $111,535+55.8% | $105,223+65.2% | $137,256+26.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 18.26% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,238 | $3,939+83.7% | $3,689+96.2% | $4,156+74.2% |
| Participant deferral / active EE | $5,466 | $5,500-0.6% | $5,072+7.8% | $6,407-14.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |