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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 | $181,538 | $197,625-8.1% | $177,840+2.1% | $158,966+14.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.46% | 58.76%-35.3pp | 48.32%-24.9pp | 302.95%-279.5pp |
| Employer contribution / active EE | $15,375 | $6,698+129.5% | $5,919+159.8% | $4,762+222.8% |
| Participant deferral / active EE | $10,867 | $8,405+29.3% | $7,714+40.9% | $5,983+81.6% |
| Admin fee / account holder | $15 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |