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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 | $30,221 | $165,381-81.7% | $149,730-79.8% | $158,966-81.0% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 35.60% | 348.29%-312.7pp | 276.70%-241.1pp | 302.95%-267.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,003 | $7,182+95.0% | $6,843+104.6% | $5,983+134.0% |
| Admin fee / account holder | $120 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |