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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 | $70,062 | $154,228-54.6% | $145,433-51.8% | $137,256-49.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.99% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,320 | $8,216+62.1% | $7,897+68.7% | $6,407+107.9% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |