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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 | $154,179 | $110,093+40.0% | $97,295+58.5% | $145,897+5.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 14.35% | 244.76%-230.4pp | 75.62%-61.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,236 | $3,077+5.2% | $2,723+18.9% | $4,663-30.6% |
| Participant deferral / active EE | $14,400 | $4,678+207.8% | $4,264+237.7% | $6,689+115.3% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |