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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 | $31,570 | $109,411-71.1% | $89,435-64.7% | $158,982-80.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 24.32% | 345.68%-321.4pp | 245.55%-221.2pp | 302.99%-278.7pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,179 | $4,600-74.4% | $3,890-69.7% | $5,983-80.3% |
| Admin fee / account holder | $35 | $6,159-99.4% | $4,884-99.3% | $11,252-99.7% |