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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 | $94,530 | $132,634-28.7% | $115,768-18.3% | $137,256-31.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 13.38% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,565 | $5,619-36.6% | $4,917-27.5% | $6,407-44.4% |
| Admin fee / account holder | $13 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |