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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 | $123,155+37.8% | $108,753+56.0% | $155,188+9.3% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 18.34% | 44.73%-26.4pp | 37.47%-19.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,763 | $4,623-61.9% | $4,115-57.1% | $6,531-73.0% |
| Admin fee / account holder | $279 | $12,126-97.7% | $10,320-97.3% | $14,480-98.1% |