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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 | $34,433 | $103,392-66.7% | $87,104-60.5% | $152,897-77.5% |
| Participation rate | 88.2% | 79.4%+8.9pp | 76.9%+11.4pp | 82.5%+5.8pp |
| Annual return | 19.58% | 28.10%-8.5pp | 28.19%-8.6pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,815 | $4,778-41.1% | $4,048-30.5% | $5,851-51.9% |
| Admin fee / account holder | $180 | $12,194-98.5% | $7,491-97.6% | $11,599-98.4% |