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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 | $19,924 | $108,942-81.7% | $100,415-80.2% | $145,897-86.3% |
| Participation rate | 94.1% | 83.0%+11.1pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 12.07% | 58.27%-46.2pp | 49.47%-37.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,888 | $4,422-57.3% | $3,943-52.1% | $4,663-59.5% |
| Participant deferral / active EE | $2,619 | $8,461-69.0% | $8,091-67.6% | $6,689-60.9% |
| Admin fee / account holder | $107 | $9,702-98.9% | $7,906-98.6% | $13,390-99.2% |