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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 | $124,980+35.8% | $108,359+56.6% | $154,746+9.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 18.34% | 45.00%-26.7pp | 36.89%-18.6pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,763 | $4,743-62.8% | $4,137-57.4% | $6,730-73.8% |
| Admin fee / account holder | $279 | $11,502-97.6% | $9,741-97.1% | $14,365-98.1% |