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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 | $30,847 | $108,911-71.7% | $100,392-69.3% | $145,884-78.9% |
| Participation rate | 94.1% | 83.0%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 16.17% | 58.23%-42.1pp | 49.45%-33.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,573 | $8,459+13.2% | $8,090+18.3% | $6,690+43.1% |
| Admin fee / account holder | $112 | $9,698-98.8% | $7,904-98.6% | $13,392-99.2% |