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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 | $25,419 | $178,174-85.7% | $156,181-83.7% | $137,256-81.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 15.29% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,775 | $6,888-59.7% | $6,132-54.7% | $6,407-56.7% |
| Admin fee / account holder | $99 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |