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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 | $191,897 | $101,618+88.8% | $93,063+106.2% | $137,256+39.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 15.51% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,898 | $2,707+7.1% | $2,476+17.1% | $4,156-30.3% |
| Participant deferral / active EE | $12,626 | $4,279+195.1% | $3,958+219.0% | $6,407+97.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |