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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 | $157,543 | $152,619+3.2% | $125,195+25.8% | $152,909+3.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.49% | 54.85%-32.4pp | 43.79%-21.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $3,094 | $4,947-37.5% | $3,866-20.0% | $4,764-35.0% |
| Participant deferral / active EE | $9,725 | $5,869+65.7% | $4,937+97.0% | $5,851+66.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |