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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 | $82,962 | $155,555-46.7% | $146,866-43.5% | $155,188-46.5% |
| Participation rate | 73.9% | 84.0%-10.0pp | 82.5%-8.6pp | 80.8%-6.9pp |
| Annual return | 17.72% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,396 | $8,044-20.5% | $7,759-17.6% | $6,531-2.1% |
| Admin fee / account holder | $115 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |