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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 | $95,269 | $99,652-4.4% | $78,778+20.9% | $147,586-35.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 26.88% | 47.28%-20.4pp | 35.62%-8.7pp | 578.59%-551.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,785 | $3,664-51.3% | $2,958-39.7% | $5,439-67.2% |
| Admin fee / account holder | $22 | $7,155-99.7% | $5,134-99.6% | $10,886-99.8% |