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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 | $119,837 | $208,088-42.4% | $186,193-35.6% | $154,746-22.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 162.56% | 89.97%+72.6pp | 78.03%+84.5pp | 172.34%-9.8pp |
| Employer contribution / active EE | $1,745 | $4,340-59.8% | $3,918-55.5% | $4,379-60.2% |
| Participant deferral / active EE | $9,258 | $7,078+30.8% | $6,513+42.2% | $6,730+37.6% |
| Admin fee / account holder | $219 | $11,698-98.1% | $11,058-98.0% | $14,365-98.5% |