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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 | $166,313 | $129,737+28.2% | $119,126+39.6% | $154,746+7.5% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 20.95% | 379.08%-358.1pp | 282.11%-261.2pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,106 | $4,375-29.0% | $4,034-23.0% | $4,379-29.1% |
| Participant deferral / active EE | $11,047 | $5,842+89.1% | $5,318+107.7% | $6,730+64.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |