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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 | $29,531 | $215,361-86.3% | $171,082-82.7% | $273,972-89.2% |
| Participation rate | 86.7% | 82.0%+4.6pp | 76.7%+10.0pp | 83.0%+3.7pp |
| Annual return | 7.61% | 25.14%-17.5pp | 32.56%-24.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,930 | $5,543-65.2% | $4,797-59.8% | $5,287-63.5% |
| Admin fee / account holder | $97 | $10,846-99.1% | $8,520-98.9% | $10,133-99.0% |