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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 | $23,679 | $178,174-86.7% | $156,181-84.8% | $137,256-82.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 63.66% | 84.19%-20.5pp | 64.87%-1.2pp | 220.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,177 | $6,888-53.9% | $6,132-48.2% | $6,407-50.4% |
| Admin fee / account holder | $69 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |