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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 | $51,532 | $148,582-65.3% | $135,942-62.1% | $139,456-63.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.17% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,650 | $8,101+19.1% | $7,759+24.4% | $6,711+43.8% |
| Admin fee / account holder | $182 | $12,402-98.5% | $10,764-98.3% | $11,407-98.4% |