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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 | $8,416 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 19.02% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,046 | $3,214-5.3% | $5,453-44.1% | $4,139-26.4% |
| Admin fee / account holder | $128 | $6,352-98.0% | $14,116-99.1% | $7,234-98.2% |