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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 | $37,409 | $202,463-81.5% | $169,397-77.9% | $139,487-73.2% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.2%+9.5pp | 80.3%+6.3pp |
| Annual return | 9.95% | 532.64%-522.7pp | 406.23%-396.3pp | 373.84%-363.9pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,628 | $6,941-62.1% | $6,223-57.8% | $6,713-60.8% |
| Admin fee / account holder | $133 | $10,726-98.8% | $9,017-98.5% | $11,407-98.8% |