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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 | $156,616+8.3% | $133,346+27.3% | $198,609-14.6% |
| Participation rate | 77.8% | 77.7%+0.1pp | 72.8%+4.9pp | 82.4%-4.6pp |
| Annual return | 18.34% | 44.25%-25.9pp | 36.85%-18.5pp | 202.70%-184.4pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,763 | $4,920-64.2% | $4,332-59.3% | $6,977-74.7% |
| Admin fee / account holder | $279 | $17,468-98.4% | $14,264-98.0% | $19,030-98.5% |