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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 | $47,982 | $228,352-79.0% | $185,835-74.2% | $158,966-69.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 17.93% | 40.81%-22.9pp | 35.96%-18.0pp | 302.95%-285.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,820 | $6,416-40.5% | $5,633-32.2% | $5,983-36.2% |
| Admin fee / account holder | $149 | $11,867-98.7% | $9,502-98.4% | $11,250-98.7% |