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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 | $123,155+24.1% | $108,753+40.6% | $155,188-1.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 23.49% | 44.73%-21.2pp | 37.47%-14.0pp | 148.84%-125.3pp |
| Employer contribution / active EE | $682 | $2,811-75.7% | $2,427-71.9% | $4,248-83.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |