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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 | $184,442 | $118,708+55.4% | $98,920+86.5% | $158,982+16.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.7pp |
| Annual return | 6.29% | 372.49%-366.2pp | 196.47%-190.2pp | 302.99%-296.7pp |
| Employer contribution / active EE | $3,503 | $3,334+5.1% | $2,689+30.2% | $4,763-26.5% |
| Participant deferral / active EE | $6,450 | $5,089+26.7% | $4,245+51.9% | $5,983+7.8% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |