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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 | $81,479 | $185,312-56.0% | $161,489-49.5% | $154,746-47.3% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 12.96% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,035 | $6,350-52.2% | $5,630-46.1% | $6,730-54.9% |
| Admin fee / account holder | $139 | $18,654-99.3% | $16,006-99.1% | $14,365-99.0% |