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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 | $26,026 | $117,895-77.9% | $102,460-74.6% | $145,897-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.00% | 31.92%-14.9pp | 29.47%-12.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,768 | $5,736-51.7% | $5,056-45.2% | $6,689-58.6% |
| Admin fee / account holder | $59 | $13,353-99.6% | $9,460-99.4% | $13,390-99.6% |