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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 | $66,133 | $183,516-64.0% | $155,534-57.5% | $145,884-54.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.00% | 61.43%-35.4pp | 64.92%-38.9pp | 551.85%-525.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,000 | $6,467+39.2% | $5,630+59.8% | $6,690+34.5% |
| Admin fee / account holder | $256 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |