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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 | $63,531 | $160,070-60.3% | $147,117-56.8% | $145,897-56.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 11.28% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,004 | $8,419-40.6% | $8,065-37.9% | $6,689-25.2% |
| Admin fee / account holder | $111 | $15,035-99.3% | $12,993-99.1% | $13,390-99.2% |