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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 | $22,532 | $95,415-76.4% | $185,851-87.9% | $85,851-73.8% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 15.36% | 23.59%-8.2pp | 122.11%-106.8pp | 318.63%-303.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,386 | $3,424-1.1% | $5,569-39.2% | $3,952-14.3% |
| Admin fee / account holder | $43 | $7,215-99.4% | $16,245-99.7% | $6,261-99.3% |