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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 | $30,630 | $98,240-68.8% | $82,312-62.8% | $147,586-79.2% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 20.06% | 30.85%-10.8pp | 25.88%-5.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,040 | $4,383-30.6% | $3,706-18.0% | $5,439-44.1% |
| Admin fee / account holder | $109 | $8,563-98.7% | $5,608-98.1% | $10,886-99.0% |