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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 | $16,406 | $115,917-85.8% | $100,535-83.7% | $158,982-89.7% |
| Participation rate | 71.4% | 81.6%-10.2pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 19.49% | 34.80%-15.3pp | 30.90%-11.4pp | 302.99%-283.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,488 | $6,677-47.8% | $6,271-44.4% | $5,983-41.7% |
| Admin fee / account holder | $214 | $11,002-98.1% | $8,085-97.4% | $11,252-98.1% |