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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 | $23,048 | $106,918-78.4% | $84,021-72.6% | $152,897-84.9% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.5%+13.0pp |
| Annual return | 12.24% | 105.01%-92.8pp | 71.32%-59.1pp | 345.43%-333.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,484 | $4,012-13.2% | $3,239+7.6% | $5,851-40.5% |
| Admin fee / account holder | $171 | $8,288-97.9% | $6,102-97.2% | $11,599-98.5% |