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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 | $63,138 | $114,119-44.7% | $107,187-41.1% | $138,895-54.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 19.16% | 273.21%-254.0pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,624 | $5,538+19.6% | $5,096+30.0% | $6,396+3.6% |
| Admin fee / account holder | $241 | $10,024-97.6% | $9,162-97.4% | $12,562-98.1% |