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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 | $160,978 | $142,430+13.0% | $115,170+39.8% | $152,897+5.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 22.75% | 41.48%-18.7pp | 35.60%-12.8pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,229 | $4,011-69.4% | $3,179-61.3% | $4,764-74.2% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |