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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 | $10,721 | $162,529-93.4% | $130,788-91.8% | $154,746-93.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 70.1%+16.6pp | 80.7%+6.0pp |
| Annual return | 25.62% | 510.48%-484.9pp | 386.44%-360.8pp | 172.34%-146.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,824 | $4,808-20.5% | $4,137-7.6% | $6,730-43.2% |
| Admin fee / account holder | $36 | $7,669-99.5% | $6,673-99.5% | $14,365-99.8% |