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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 | $181,062-87.3% | $158,223-85.5% | $155,188-85.2% |
| Participation rate | 70.6% | 82.7%-12.1pp | 79.2%-8.6pp | 80.8%-10.2pp |
| Annual return | 22.03% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,276 | $6,134+34.9% | $5,467+51.4% | $6,531+26.7% |
| Admin fee / account holder | $16 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |