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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 | $5,903 | $51,638-88.6% | $68,368-91.4% | $82,448-92.8% |
| Participation rate | 78.6% | 63.6%+15.0pp | 73.8%+4.8pp | 68.1%+10.5pp |
| Annual return | 22.86% | 37.53%-14.7pp | 292.57%-269.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,298 | $2,914-55.4% | $4,123-68.5% | $4,139-68.6% |
| Admin fee / account holder | $76 | $4,643-98.4% | $5,150-98.5% | $7,234-99.0% |