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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 | $102,617 | $114,119-10.1% | $107,187-4.3% | $138,895-26.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 15.46% | 273.21%-257.7pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,665 | $4,059-59.0% | $3,782-56.0% | $4,194-60.3% |
| Participant deferral / active EE | $10,139 | $5,538+83.1% | $5,096+99.0% | $6,396+58.5% |
| Admin fee / account holder | $177 | $10,024-98.2% | $9,162-98.1% | $12,562-98.6% |