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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 | $139,948-32.5% | $121,663-22.3% | $154,746-38.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 13.38% | 230.52%-217.1pp | 147.54%-134.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,565 | $5,629-36.7% | $4,887-27.1% | $6,730-47.0% |
| Admin fee / account holder | $13 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |