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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 | $56,360 | $72,486-22.2% | $87,103-35.3% | $72,976-22.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.35% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,387 | $3,270+34.2% | $4,049+8.4% | $3,608+21.6% |
| Admin fee / account holder | $50 | $5,055-99.0% | $7,491-99.3% | $5,124-99.0% |