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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 | $161,130 | $149,679+7.7% | $117,039+37.7% | $147,586+9.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.90% | 19.31%-4.4pp | 18.95%-4.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,246 | $4,937+6.3% | $3,785+38.6% | $4,876+7.6% |
| Participant deferral / active EE | $4,308 | $4,912-12.3% | $3,929+9.6% | $5,439-20.8% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |