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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 | $39,815 | $160,040-75.1% | $147,096-72.9% | $145,877-72.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.61% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,617 | $8,429-21.5% | $8,071-18.0% | $6,691-1.1% |
| Admin fee / account holder | $157 | $15,050-99.0% | $13,005-98.8% | $13,402-98.8% |