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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 | $20,911 | $100,139-79.1% | $85,187-75.5% | $145,884-85.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.96% | 84.15%-72.2pp | 66.67%-54.7pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,474 | $5,296-53.3% | $4,525-45.3% | $6,690-63.0% |
| Admin fee / account holder | $86 | $7,262-98.8% | $6,162-98.6% | $13,392-99.4% |