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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 | $148,738 | $198,457-25.1% | $170,435-12.7% | $147,586+0.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.34% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $4,894 | $6,183-20.8% | $5,432-9.9% | $4,876+0.4% |
| Participant deferral / active EE | $10,242 | $5,629+81.9% | $4,939+107.4% | $5,439+88.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |