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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 | $29,629 | $69,118-57.1% | $53,647-44.8% | $138,895-78.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 21.24% | 248.26%-227.0pp | 358.33%-337.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,452 | $2,274+139.7% | $1,813+200.7% | $6,396-14.8% |
| Admin fee / account holder | $111 | $2,724-95.9% | $2,460-95.5% | $12,562-99.1% |