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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 | $58,196 | $152,619-61.9% | $125,195-53.5% | $152,909-61.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 19.45% | 54.85%-35.4pp | 43.79%-24.3pp | 345.46%-326.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,473 | $5,869-40.8% | $4,937-29.7% | $5,851-40.7% |
| Admin fee / account holder | $13 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |