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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 | $155,209 | $198,470-21.8% | $170,444-8.9% | $147,585+5.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.10% | 257.30%-242.2pp | 205.94%-190.8pp | 578.56%-563.5pp |
| Employer contribution / active EE | $1,361 | $6,184-78.0% | $5,433-74.9% | $4,876-72.1% |
| Participant deferral / active EE | $8,917 | $5,629+58.4% | $4,939+80.5% | $5,439+64.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |