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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 | $63,839 | $127,387-49.9% | $115,038-44.5% | $125,389-49.1% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 0.01% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $14,756 | $6,423+129.7% | $6,026+144.9% | $5,352+175.7% |
| Admin fee / account holder | $47 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |