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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 | $58,832 | $165,361-64.4% | $149,715-60.7% | $158,950-63.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.60% | 348.24%-336.6pp | 276.66%-265.1pp | 302.91%-291.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,707 | $7,182+90.9% | $6,842+100.3% | $5,983+129.1% |
| Admin fee / account holder | $254 | $10,808-97.7% | $9,310-97.3% | $11,248-97.7% |