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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 | $172,111-52.7% | $150,298-45.8% | $137,256-40.6% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 12.96% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,035 | $6,166-50.8% | $5,453-44.3% | $6,407-52.6% |
| Admin fee / account holder | $139 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |