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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 | $205,088 | $111,535+83.9% | $105,223+94.9% | $137,256+49.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 15.17% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,190 | $3,939-44.4% | $3,689-40.6% | $4,156-47.3% |
| Participant deferral / active EE | $13,321 | $5,500+142.2% | $5,072+162.6% | $6,407+107.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |