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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 | $169,692 | $112,729+50.5% | $98,716+71.9% | $137,256+23.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 18.34% | 38.48%-20.1pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,763 | $4,640-62.0% | $4,048-56.4% | $6,407-72.5% |
| Admin fee / account holder | $279 | $10,129-97.2% | $8,703-96.8% | $12,270-97.7% |