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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 | $71,131 | $155,555-54.3% | $146,866-51.6% | $155,188-54.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 16.41% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,563 | $8,044-6.0% | $7,759-2.5% | $6,531+15.8% |
| Admin fee / account holder | $279 | $14,755-98.1% | $13,620-98.0% | $14,480-98.1% |