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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 | $63,426 | $100,970-37.2% | $96,576-34.3% | $137,256-53.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.80% | 38.16%-16.4pp | 38.47%-16.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,424 | $8,286-22.5% | $7,956-19.3% | $6,407+0.3% |
| Admin fee / account holder | $244 | $11,312-97.8% | $11,381-97.9% | $12,270-98.0% |