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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 | $22,982 | $185,312-87.6% | $161,489-85.8% | $154,746-85.1% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 22.03% | 103.84%-81.8pp | 89.72%-67.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,276 | $6,350+30.3% | $5,630+47.0% | $6,730+23.0% |
| Admin fee / account holder | $16 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |