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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 | $62,328 | $165,912-62.4% | $122,342-49.1% | $147,585-57.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.2pp | 82.8%+6.1pp |
| Annual return | 16.20% | 34.55%-18.4pp | 30.28%-14.1pp | 578.56%-562.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $463 | $4,005-88.5% | $3,287-85.9% | $5,439-91.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |