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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 | $151,300 | $158,393-4.5% | $143,412+5.5% | $155,188-2.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 78.5%+9.0pp | 80.8%+6.7pp |
| Annual return | 18.96% | 324.22%-305.3pp | 256.99%-238.0pp | 148.84%-129.9pp |
| Employer contribution / active EE | $8,810 | $3,911+125.2% | $3,748+135.1% | $4,248+107.4% |
| Participant deferral / active EE | $13,557 | $7,193+88.5% | $6,816+98.9% | $6,531+107.6% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |