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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 | $66,982 | $110,410-39.3% | $102,437-34.6% | $145,897-54.1% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 14.87% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,164 | $5,622-43.7% | $5,060-37.5% | $6,689-52.7% |
| Admin fee / account holder | $206 | $9,745-97.9% | $8,388-97.5% | $13,390-98.5% |