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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 | $38,665 | $98,776-60.9% | $149,745-74.2% | $79,856-51.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 19.37% | 27.38%-8.0pp | 276.72%-257.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,577 | $5,681+191.8% | $6,843+142.2% | $3,741+343.2% |
| Admin fee / account holder | $103 | $6,053-98.3% | $9,312-98.9% | $5,306-98.1% |