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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 | $18,243 | $182,442-90.0% | $163,379-88.8% | $138,895-86.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 20.34% | 72.74%-52.4pp | 63.41%-43.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,914 | $6,817-42.6% | $6,282-37.7% | $6,396-38.8% |
| Admin fee / account holder | $63 | $10,396-99.4% | $9,818-99.4% | $12,562-99.5% |