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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 | $35,268 | $209,425-83.2% | $178,499-80.2% | $158,966-77.8% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 6.50% | 188.80%-182.3pp | 151.10%-144.6pp | 302.95%-296.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,182 | $5,955-29.8% | $5,202-19.6% | $5,983-30.1% |
| Admin fee / account holder | $177 | $17,078-99.0% | $13,986-98.7% | $11,250-98.4% |