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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 | $89,845 | $156,398-42.6% | $147,318-39.0% | $138,895-35.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.43% | 78.75%-52.3pp | 70.43%-44.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $34,210 | $8,237+315.3% | $7,906+332.7% | $6,396+434.8% |
| Admin fee / account holder | $218 | $14,976-98.5% | $13,708-98.4% | $12,562-98.3% |