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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 | $11,138 | $99,053-88.8% | $88,179-87.4% | $138,895-92.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 23.11% | 78.17%-55.1pp | 64.97%-41.9pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,691 | $5,225-48.5% | $4,614-41.7% | $6,396-57.9% |
| Admin fee / account holder | $39 | $8,748-99.6% | $7,673-99.5% | $12,562-99.7% |