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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 | $66,874 | $73,978-9.6% | $96,515-30.7% | $75,173-11.0% |
| Participation rate | 75.6% | 66.4%+9.2pp | 74.3%+1.3pp | 67.2%+8.4pp |
| Annual return | 18.11% | 26.72%-8.6pp | 35.73%-17.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,649 | $3,660+27.0% | $4,880-4.7% | $4,126+12.7% |
| Admin fee / account holder | $267 | $5,219-94.9% | $6,735-96.0% | $5,651-95.3% |