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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 | $19,733 | $117,433-83.2% | $99,475-80.2% | $152,897-87.1% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.5%-0.6pp |
| Annual return | 23.47% | 31.87%-8.4pp | 30.72%-7.2pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |