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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 | $148,013 | $232,540-36.3% | $185,117-20.0% | $147,586+0.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.57% | 43.03%-26.5pp | 40.50%-23.9pp | 578.59%-562.0pp |
| Employer contribution / active EE | $4,150 | $5,195-20.1% | $4,182-0.8% | $4,876-14.9% |
| Participant deferral / active EE | $6,782 | $5,834+16.3% | $5,045+34.4% | $5,439+24.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |