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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 | $47,602 | $182,442-73.9% | $163,379-70.9% | $138,895-65.7% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.8%+18.8pp | 79.9%+15.7pp |
| Annual return | 120.78% | 72.74%+48.0pp | 63.41%+57.4pp | 145.39%-24.6pp |
| Employer contribution / active EE | $5,397 | $4,159+29.8% | $3,752+43.8% | $4,194+28.7% |
| Participant deferral / active EE | $11,119 | $6,817+63.1% | $6,282+77.0% | $6,396+73.8% |
| Admin fee / account holder | $258 | $10,396-97.5% | $9,818-97.4% | $12,562-97.9% |