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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 | $1,178 | $69,118-98.3% | $53,647-97.8% | $138,895-99.2% |
| Participation rate | 93.3% | 64.0%+29.4pp | 56.3%+37.1pp | 79.9%+13.4pp |
| Annual return | 15.04% | 248.26%-233.2pp | 358.33%-343.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $617 | $2,274-72.9% | $1,813-66.0% | $6,396-90.4% |
| Admin fee / account holder | $156 | $2,724-94.3% | $2,460-93.6% | $12,562-98.8% |