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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 | $160,455 | $131,835+21.7% | $108,582+47.8% | $273,972-41.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 6.85% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,000 | $5,127+95.0% | $4,311+132.0% | $5,287+89.1% |
| Admin fee / account holder | $73 | $10,253-99.3% | $7,645-99.0% | $10,133-99.3% |