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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 | $15,258 | $134,817-88.7% | $123,973-87.7% | $155,188-90.2% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.7%+0.3pp | 80.8%-3.9pp |
| Annual return | 13.35% | 515.49%-502.1pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $3,113 | $4,425-29.6% | $4,126-24.5% | $4,248-26.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $104 | $13,245-99.2% | $11,799-99.1% | $14,480-99.3% |