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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 | $198,029 | $208,088-4.8% | $186,193+6.4% | $154,746+28.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.1%+12.9pp | 80.7%+9.3pp |
| Annual return | 20.01% | 89.97%-70.0pp | 78.03%-58.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $9,783 | $4,340+125.4% | $3,918+149.7% | $4,379+123.4% |
| Participant deferral / active EE | $9,550 | $7,078+34.9% | $6,513+46.6% | $6,730+41.9% |
| Admin fee / account holder | $42 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |