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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 | $149,194 | $118,708+25.7% | $98,920+50.8% | $158,966-6.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 17.22% | 372.49%-355.3pp | 196.47%-179.3pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,235 | $3,334-33.0% | $2,689-16.9% | $4,762-53.1% |
| Participant deferral / active EE | $8,609 | $5,089+69.2% | $4,245+102.8% | $5,983+43.9% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |