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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 | $152,862 | $115,225+32.7% | $100,712+51.8% | $138,895+10.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 23.49% | 40.35%-16.9pp | 33.27%-9.8pp | 145.39%-121.9pp |
| Employer contribution / active EE | $682 | $2,771-75.4% | $2,313-70.5% | $4,194-83.7% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |