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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 | $9,994 | $101,618-90.2% | $93,063-89.3% | $137,256-92.7% |
| Participation rate | 78.9% | 74.9%+4.0pp | 72.1%+6.8pp | 80.0%-1.0pp |
| Annual return | 23.38% | 223.95%-200.6pp | 34.15%-10.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,224 | $4,279-48.0% | $3,958-43.8% | $6,407-65.3% |
| Admin fee / account holder | $199 | $6,198-96.8% | $6,033-96.7% | $12,270-98.4% |