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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 | $134,817+52.1% | $123,973+65.4% | $155,188+32.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 15.17% | 515.49%-500.3pp | 388.13%-373.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,190 | $4,425-50.5% | $4,126-46.9% | $4,248-48.5% |
| Participant deferral / active EE | $13,321 | $5,706+133.4% | $5,247+153.9% | $6,531+104.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |