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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 | $149,342 | $129,959+14.9% | $104,301+43.2% | $134,532+11.0% |
| Participation rate | 78.9% | 79.5%-0.6pp | 73.3%+5.7pp | 81.2%-2.3pp |
| Annual return | 28.21% | 42.04%-13.8pp | 24.61%+3.6pp | 418.27%-390.1pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |