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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 | $29,192 | $138,075-78.9% | $123,552-76.4% | $135,379-78.4% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | 0.77% | 153.70%-152.9pp | 119.20%-118.4pp | 519.79%-519.0pp |
| Employer contribution / active EE | $5,521 | $5,152+7.2% | $4,628+19.3% | $4,779+15.5% |
| Participant deferral / active EE | $5,463 | $6,800-19.7% | $6,426-15.0% | $5,609-2.6% |
| Admin fee / account holder | $66 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |