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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 | $141,620 | $125,778+12.6% | $114,563+23.6% | $154,746-8.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 20.39% | 295.14%-274.7pp | 241.09%-220.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,864 | $2,806-33.6% | $2,592-28.1% | $4,379-57.4% |
| Participant deferral / active EE | $2,934 | $4,445-34.0% | $4,142-29.2% | $6,730-56.4% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |