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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 | $7,087 | $97,125-92.7% | $86,233-91.8% | $137,256-94.8% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.0%+12.2pp | 80.0%+1.3pp |
| Annual return | 23.60% | 74.19%-50.6pp | 61.39%-37.8pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,898 | $5,180-44.1% | $4,559-36.4% | $6,407-54.8% |
| Admin fee / account holder | $56 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |