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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 | $26,725 | $116,203-77.0% | $93,621-71.5% | $152,909-82.5% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.8%+17.5pp | 82.5%+10.9pp |
| Annual return | 20.30% | 35.96%-15.7pp | 32.76%-12.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,914 | $4,605-36.7% | $4,070-28.4% | $5,851-50.2% |
| Admin fee / account holder | $124 | $10,751-98.8% | $7,890-98.4% | $11,601-98.9% |