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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 | $149,741+5.4% | $118,914+32.7% | $158,982-0.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 28.81% | 19.94%+8.9pp | 35.89%-7.1pp | 302.99%-274.2pp |
| Employer contribution / active EE | $2,828 | $4,119-31.3% | $3,264-13.4% | $4,763-40.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |