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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 | $24,288 | $104,937-76.9% | $84,628-71.3% | $152,897-84.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 27.05% | 373.88%-346.8pp | 258.80%-231.8pp | 345.43%-318.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,104 | $4,690-76.5% | $3,900-71.7% | $5,851-81.1% |
| Admin fee / account holder | $42 | $6,243-99.3% | $4,914-99.2% | $11,599-99.6% |