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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 | $41,954 | $90,486-53.6% | $78,676-46.7% | $273,972-84.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 7.81% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $531 | $3,901-86.4% | $3,517-84.9% | $5,287-90.0% |
| Admin fee / account holder | $150 | $5,263-97.2% | $4,510-96.7% | $10,133-98.5% |