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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 | $155,189 | $208,088-25.4% | $186,193-16.7% | $154,746+0.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 9.07% | 89.97%-80.9pp | 78.03%-69.0pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $42 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |