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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 | $8,503 | $99,053-91.4% | $88,179-90.4% | $138,895-93.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.28% | 78.17%-54.9pp | 64.97%-41.7pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,237 | $5,225-57.2% | $4,614-51.5% | $6,396-65.0% |
| Admin fee / account holder | $39 | $8,748-99.5% | $7,673-99.5% | $12,562-99.7% |