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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 | $22,957 | $77,905-70.5% | $149,682-84.7% | $75,173-69.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.92% | 31.72%-7.8pp | 134.35%-110.4pp | 160.65%-136.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,381 | $3,411-0.9% | $5,681-40.5% | $4,126-18.0% |
| Admin fee / account holder | $4 | $5,957-99.9% | $13,210-100.0% | $5,651-99.9% |