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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 | $157,785 | $149,754+5.4% | $118,934+32.7% | $158,931-0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 28.81% | 19.95%+8.9pp | 35.88%-7.1pp | 302.86%-274.1pp |
| Employer contribution / active EE | $2,828 | $4,116-31.3% | $3,263-13.3% | $4,761-40.6% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,580-100.0% | $11,247-100.0% |