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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 | $183,367 | $154,193+18.9% | $130,045+41.0% | $139,466+31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.04% | 32.51%-12.5pp | -137.30%+157.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $5,229 | $5,292-1.2% | $4,321+21.0% | $4,754+10.0% |
| Participant deferral / active EE | $12,547 | $6,709+87.0% | $5,820+115.6% | $6,712+86.9% |
| Admin fee / account holder | $220 | $13,989-98.4% | $10,600-97.9% | $11,409-98.1% |