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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 | $18,566 | $115,796-84.0% | $101,264-81.7% | $158,950-88.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 19.74% | 56.15%-36.4pp | 46.48%-26.7pp | 302.91%-283.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,211 | $4,958-55.4% | $4,370-49.4% | $5,983-63.0% |
| Admin fee / account holder | $69 | $7,247-99.0% | $5,947-98.8% | $11,248-99.4% |