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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 | $25,116 | $106,524-76.4% | $152,301-83.5% | $87,485-71.3% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.4%+2.0pp | 68.9%+15.5pp |
| Annual return | 51.75% | 26.89%+24.9pp | 80.50%-28.8pp | 26.06%+25.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,469 | $6,525-0.9% | $8,004-19.2% | $4,274+51.4% |
| Admin fee / account holder | $281 | $8,287-96.6% | $14,398-98.0% | $7,775-96.4% |