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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 | $23,295 | $75,962-69.3% | $154,111-84.9% | $64,173-63.7% |
| Participation rate | 70.8% | 70.4%+0.4pp | 83.0%-12.2pp | 69.6%+1.3pp |
| Annual return | 5.10% | 30.32%-25.2pp | 735.18%-730.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,023 | $3,175+58.2% | $5,081-1.1% | $3,470+44.8% |
| Admin fee / account holder | $5 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |