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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 | $175,350 | $114,119+53.7% | $107,187+63.6% | $138,895+26.2% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 17.20% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,256 | $4,059-19.8% | $3,782-13.9% | $4,194-22.4% |
| Participant deferral / active EE | $9,623 | $5,538+73.8% | $5,096+88.8% | $6,396+50.4% |
| Admin fee / account holder | $81 | $10,024-99.2% | $9,162-99.1% | $12,562-99.4% |