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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 | $25,875 | $166,131-84.4% | $164,975-84.3% | $145,877-82.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.25% | 100.37%-82.1pp | 70.12%-51.9pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,872 | $6,962+13.1% | $6,033+30.5% | $6,691+17.7% |
| Admin fee / account holder | $104 | $16,648-99.4% | $12,688-99.2% | $13,402-99.2% |