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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 | $33,915 | $174,379-80.6% | $152,093-77.7% | $138,895-75.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.20% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,283 | $6,159-14.2% | $5,451-3.1% | $6,396-17.4% |
| Admin fee / account holder | $259 | $16,880-98.5% | $14,497-98.2% | $12,562-97.9% |