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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 | $156,172 | $185,905-16.0% | $170,057-8.2% | $139,487+12.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.02% | 60.56%-44.5pp | 53.42%-37.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $4,102 | $7,597-46.0% | $6,790-39.6% | $4,755-13.7% |
| Participant deferral / active EE | $8,546 | $11,627-26.5% | $10,411-17.9% | $6,713+27.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |