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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 | $197,849 | $198,457-0.3% | $170,435+16.1% | $147,586+34.1% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 20.37% | 257.30%-236.9pp | 205.94%-185.6pp | 578.59%-558.2pp |
| Employer contribution / active EE | $2,218 | $6,183-64.1% | $5,432-59.2% | $4,876-54.5% |
| Participant deferral / active EE | $8,500 | $5,629+51.0% | $4,939+72.1% | $5,439+56.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |