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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 | $137,282 | $127,779+7.4% | $106,551+28.8% | $167,518-18.0% |
| Participation rate | 93.3% | 78.3%+15.1pp | 76.1%+17.2pp | 82.1%+11.2pp |
| Annual return | 12.76% | 33.87%-21.1pp | 26.80%-14.0pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,556 | $5,088+68.2% | $4,398+94.5% | $6,342+34.9% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |