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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 | $168,417 | $217,432-22.5% | $185,849-9.4% | $167,536+0.5% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 14.00% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,664 | $5,875-71.7% | $5,169-67.8% | $4,839-65.6% |
| Participant deferral / active EE | $4,196 | $6,357-34.0% | $5,569-24.7% | $6,342-33.8% |
| Admin fee / account holder | $26 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |