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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 | $172,134 | $131,835+30.6% | $108,582+58.5% | $273,972-37.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 15.21% | -91.57%+106.8pp | -51.70%+66.9pp | 41.46%-26.2pp |
| Employer contribution / active EE | $3,158 | $4,913-35.7% | $3,758-16.0% | $4,869-35.1% |
| Participant deferral / active EE | $5,835 | $5,127+13.8% | $4,311+35.4% | $5,287+10.4% |
| Admin fee / account holder | $170 | $10,253-98.3% | $7,645-97.8% | $10,133-98.3% |