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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 | $225,673-87.8% | $203,872-86.5% | $155,188-82.2% |
| Participation rate | 91.3% | 80.3%+11.0pp | 77.8%+13.5pp | 80.8%+10.5pp |
| Annual return | 15.18% | 95.91%-80.7pp | 85.11%-69.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,183 | $6,893+4.2% | $6,388+12.5% | $6,531+10.0% |
| Admin fee / account holder | $154 | $12,327-98.8% | $11,730-98.7% | $14,480-98.9% |