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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 | $53,259 | $124,425-57.2% | $112,040-52.5% | $137,256-61.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 21.67% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,585 | $5,718+102.6% | $5,098+127.3% | $6,407+80.8% |
| Admin fee / account holder | $7 | $15,207-100.0% | $12,098-99.9% | $12,270-99.9% |