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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 | $2,452 | $51,638-95.3% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 70.5% | 63.6%+6.8pp | 73.8%-3.3pp | 68.1%+2.4pp |
| Annual return | 16.23% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $599 | $2,914-79.4% | $4,123-85.5% | $4,139-85.5% |
| Admin fee / account holder | $8 | $4,643-99.8% | $5,150-99.9% | $7,234-99.9% |