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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 | $19,605 | $45,050-56.5% | $63,018-68.9% | $70,126-72.0% |
| Participation rate | 78.4% | 69.5%+8.9pp | 74.8%+3.6pp | 69.5%+8.8pp |
| Annual return | 20.20% | 18.76%+1.4pp | 87.62%-67.4pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,179 | $2,466-52.2% | $3,330-64.6% | $3,332-64.6% |
| Admin fee / account holder | $103 | $2,834-96.4% | $3,601-97.1% | $4,645-97.8% |