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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 | $31,199 | $98,760-68.4% | $149,715-79.2% | $79,858-60.9% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 40.12% | 27.43%+12.7pp | 276.66%-236.5pp | 31.72%+8.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,414 | $5,681+65.7% | $6,842+37.6% | $3,740+151.7% |
| Admin fee / account holder | $99 | $6,053-98.4% | $9,310-98.9% | $5,306-98.1% |