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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 | $112,453 | $157,296-28.5% | $141,191-20.4% | $152,897-26.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 20.58% | 64.34%-43.8pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,047 | $7,111-29.0% | $6,710-24.8% | $5,851-13.7% |
| Admin fee / account holder | $38 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |