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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 | $147,801 | $105,145+40.6% | $94,664+56.1% | $139,466+6.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.38% | 38.09%-20.7pp | 156.84%-139.5pp | 373.66%-356.3pp |
| Employer contribution / active EE | $3,290 | $4,107-19.9% | $3,673-10.4% | $4,754-30.8% |
| Participant deferral / active EE | $12,766 | $7,599+68.0% | $7,417+72.1% | $6,712+90.2% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |