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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 | $10,523 | $67,823-84.5% | $52,425-79.9% | $137,256-92.3% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 12.29% | 219.11%-206.8pp | 302.12%-289.8pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,259 | $2,288-1.3% | $1,790+26.2% | $6,407-64.7% |
| Admin fee / account holder | $93 | $2,844-96.7% | $2,495-96.3% | $12,270-99.2% |