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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 | $52,287 | $165,381-68.4% | $149,730-65.1% | $158,966-67.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 22.33% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,466 | $7,182+17.9% | $6,843+23.7% | $5,983+41.5% |
| Admin fee / account holder | $173 | $10,809-98.4% | $9,310-98.1% | $11,250-98.5% |