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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 | $188,437 | $166,268+13.3% | $165,100+14.1% | $145,897+29.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 24.75% | 100.52%-75.8pp | 70.21%-45.5pp | 552.29%-527.5pp |
| Employer contribution / active EE | $1,668 | $5,284-68.4% | $4,348-61.6% | $4,663-64.2% |
| Participant deferral / active EE | $4,599 | $6,964-34.0% | $6,035-23.8% | $6,689-31.3% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |