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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 | $49,912 | $69,977-28.7% | $108,582-54.0% | $62,881-20.6% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | 14.08% | 10.73%+3.4pp | -51.70%+65.8pp | 20.14%-6.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,332 | $3,165+131.7% | $4,311+70.1% | $3,203+128.9% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |