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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 | $27,596 | $208,088-86.7% | $186,193-85.2% | $154,746-82.2% |
| Participation rate | 91.3% | 80.0%+11.3pp | 77.1%+14.2pp | 80.7%+10.6pp |
| Annual return | 15.18% | 89.97%-74.8pp | 78.03%-62.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,183 | $7,078+1.5% | $6,513+10.3% | $6,730+6.7% |
| Admin fee / account holder | $154 | $11,698-98.7% | $11,058-98.6% | $14,365-98.9% |