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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 | $6,582 | $51,638-87.3% | $68,368-90.4% | $82,448-92.0% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 20.33% | 37.53%-17.2pp | 292.57%-272.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $916 | $2,914-68.6% | $4,123-77.8% | $4,139-77.9% |
| Admin fee / account holder | $146 | $4,643-96.8% | $5,150-97.2% | $7,234-98.0% |