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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 | $42,171 | $99,053-57.4% | $88,179-52.2% | $138,895-69.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 14.64% | 78.17%-63.5pp | 64.97%-50.3pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $296 | $8,748-96.6% | $7,673-96.1% | $12,562-97.6% |