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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 | $166,030 | $211,288-21.4% | $178,540-7.0% | $145,884+13.8% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 45.38% | 30.27%+15.1pp | 27.15%+18.2pp | 551.85%-506.5pp |
| Employer contribution / active EE | $2,169 | $4,574-52.6% | $3,953-45.1% | $4,662-53.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |