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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 | $3,961 | $51,638-92.3% | $68,368-94.2% | $82,448-95.2% |
| Participation rate | 87.1% | 63.6%+23.4pp | 73.8%+13.3pp | 68.1%+19.0pp |
| Annual return | 18.72% | 37.53%-18.8pp | 292.57%-273.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $691 | $2,914-76.3% | $4,123-83.2% | $4,139-83.3% |
| Admin fee / account holder | $266 | $4,643-94.3% | $5,150-94.8% | $7,234-96.3% |