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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 | $10,598 | $101,618-89.6% | $93,063-88.6% | $137,256-92.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.17% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,704 | $4,279-13.4% | $3,958-6.4% | $6,407-42.2% |
| Admin fee / account holder | $78 | $6,198-98.7% | $6,033-98.7% | $12,270-99.4% |