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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 | $66,269 | $217,427-69.5% | $185,837-64.3% | $167,518-60.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.04% | 148.39%-134.4pp | 122.08%-108.0pp | 478.71%-464.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,256 | $6,357-33.1% | $5,568-23.6% | $6,342-32.9% |
| Admin fee / account holder | $257 | $19,816-98.7% | $16,241-98.4% | $12,312-97.9% |