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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 | $35,043 | $185,312-81.1% | $161,489-78.3% | $154,746-77.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 20.80% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,289 | $6,350-48.2% | $5,630-41.6% | $6,730-51.1% |
| Admin fee / account holder | $222 | $18,654-98.8% | $16,006-98.6% | $14,365-98.5% |