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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 | $111,814-40.1% | $103,378-35.2% | $145,978-54.1% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 14.87% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,164 | $5,618-43.7% | $5,058-37.4% | $6,690-52.7% |
| Admin fee / account holder | $206 | $9,764-97.9% | $8,401-97.6% | $13,400-98.5% |