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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 | $187,171 | $125,190+49.5% | $105,624+77.2% | $145,897+28.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.55% | 225.22%-211.7pp | 116.20%-102.7pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,948 | $3,720-20.8% | $3,168-6.9% | $4,663-36.8% |
| Participant deferral / active EE | $6,591 | $5,716+15.3% | $5,013+31.5% | $6,689-1.5% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |