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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 | $22,642 | $91,037-75.1% | $71,671-68.4% | $147,585-84.7% |
| Participation rate | 93.8% | 76.1%+17.6pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 10.51% | 20.48%-10.0pp | 20.65%-10.1pp | 578.57%-568.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $77 | $8,613-99.1% | $5,558-98.6% | $10,885-99.3% |