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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 | $31,664 | $148,582-78.7% | $135,942-76.7% | $139,456-77.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 22.29% | 79.26%-57.0pp | 68.28%-46.0pp | 373.45%-351.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $14,812 | $8,101+82.8% | $7,759+90.9% | $6,711+120.7% |
| Admin fee / account holder | $107 | $12,402-99.1% | $10,764-99.0% | $11,407-99.1% |