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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 | $122,720 | $201,344-39.0% | $184,243-33.4% | $145,877-15.9% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 15.27% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,081 | $9,807+155.8% | $9,132+174.6% | $6,691+274.9% |
| Admin fee / account holder | $4 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |