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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 | $148,872 | $183,627-18.9% | $155,602-4.3% | $145,978+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.53% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,126 | $5,316-41.2% | $4,675-33.1% | $4,662-32.9% |
| Participant deferral / active EE | $10,008 | $6,466+54.8% | $5,629+77.8% | $6,690+49.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |