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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 | $160,028-60.3% | $147,080-56.8% | $145,884-56.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.28% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,004 | $8,422-40.6% | $8,066-38.0% | $6,690-25.2% |
| Admin fee / account holder | $111 | $15,030-99.3% | $12,989-99.1% | $13,392-99.2% |