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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 | $14,249 | $97,125-85.3% | $86,233-83.5% | $137,256-89.6% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 18.86% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,205 | $5,180-57.4% | $4,559-51.6% | $6,407-65.6% |
| Admin fee / account holder | $74 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |