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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 | $177,541 | $129,737+36.8% | $119,126+49.0% | $154,746+14.7% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 22.05% | 379.08%-357.0pp | 282.11%-260.1pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,084 | $4,375-75.2% | $4,034-73.1% | $4,379-75.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $158 | $11,961-98.7% | $10,693-98.5% | $14,365-98.9% |