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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 | $180,749-84.7% | $160,784-82.8% | $137,256-79.9% |
| Participation rate | 91.3% | 80.0%+11.3pp | 77.0%+14.4pp | 80.0%+11.3pp |
| Annual return | 15.18% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,183 | $6,844+4.9% | $6,293+14.1% | $6,407+12.1% |
| Admin fee / account holder | $154 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |