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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 | $7,332 | $69,118-89.4% | $53,647-86.3% | $138,895-94.7% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 21.09% | 248.26%-227.2pp | 358.33%-337.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,872 | $2,274-17.7% | $1,813+3.2% | $6,396-70.7% |
| Admin fee / account holder | $257 | $2,724-90.6% | $2,460-89.5% | $12,562-98.0% |