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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 | $147,608 | $175,257-15.8% | $149,717-1.4% | $139,456+5.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.46% | 166.70%-148.2pp | 134.41%-116.0pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,047 | $5,477-44.4% | $4,820-36.8% | $4,753-35.9% |
| Participant deferral / active EE | $10,297 | $6,521+57.9% | $5,682+81.2% | $6,711+53.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |