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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 | $187,332 | $157,304+19.1% | $141,197+32.7% | $152,909+22.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.52% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,380 | $5,263-73.8% | $4,736-70.9% | $4,764-71.0% |
| Participant deferral / active EE | $8,191 | $7,111+15.2% | $6,710+22.1% | $5,851+40.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |