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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 | $77,360 | $138,076-44.0% | $123,553-37.4% | $135,380-42.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 4.17% | 153.70%-149.5pp | 119.21%-115.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,226 | $6,800+65.1% | $6,426+74.7% | $5,609+100.1% |
| Admin fee / account holder | $132 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |