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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 | $72,972 | $102,632-28.9% | $81,988-11.0% | $158,950-54.1% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.3%+19.6pp | 82.0%+6.9pp |
| Annual return | 20.58% | 61.05%-40.5pp | 41.31%-20.7pp | 302.91%-282.3pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,361 | $4,649-70.7% | $3,722-63.4% | $5,983-77.3% |
| Admin fee / account holder | $142 | $8,237-98.3% | $5,665-97.5% | $11,248-98.7% |