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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 | $125,778+52.6% | $114,563+67.5% | $154,746+24.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 15.51% | 295.14%-279.6pp | 241.09%-225.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,898 | $2,806+3.3% | $2,592+11.8% | $4,379-33.8% |
| Participant deferral / active EE | $12,626 | $4,445+184.1% | $4,142+204.8% | $6,730+87.6% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |