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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 | $32,373 | $115,810-72.0% | $101,271-68.0% | $158,966-79.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 29.76% | 56.15%-26.4pp | 46.48%-16.7pp | 302.95%-273.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,295 | $4,958-53.7% | $4,371-47.5% | $5,983-61.6% |
| Admin fee / account holder | $212 | $7,248-97.1% | $5,948-96.4% | $11,250-98.1% |