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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 | $86,043 | $166,131-48.2% | $164,975-47.8% | $145,877-41.0% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 12.96% | 100.37%-87.4pp | 70.12%-57.2pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,486 | $6,962+21.9% | $6,033+40.7% | $6,691+26.8% |
| Admin fee / account holder | $63 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |