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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 | $101,128 | $114,119-11.4% | $107,187-5.7% | $138,895-27.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 18.75% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $15,098 | $4,059+272.0% | $3,782+299.2% | $4,194+260.0% |
| Participant deferral / active EE | $19,941 | $5,538+260.1% | $5,096+291.3% | $6,396+211.8% |
| Admin fee / account holder | $9 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |