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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 | $79,001 | $77,449+2.0% | $69,483+13.7% | $152,909-48.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.52% | 39.09%-22.6pp | 28.99%-12.5pp | 345.46%-328.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,295 | $4,415+19.9% | $3,537+49.7% | $5,851-9.5% |
| Admin fee / account holder | $20 | $6,210-99.7% | $3,841-99.5% | $11,601-99.8% |