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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 | $31,216 | $209,425-85.1% | $178,499-82.5% | $158,966-80.4% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 13.02% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,368 | $5,955-26.7% | $5,202-16.0% | $5,983-27.0% |
| Admin fee / account holder | $162 | $17,078-99.1% | $13,986-98.8% | $11,250-98.6% |