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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 | $73,624 | $152,460-51.7% | $118,746-38.0% | $147,585-50.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 19.95% | 17.41%+2.5pp | 24.54%-4.6pp | 578.58%-558.6pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,552 | $6,212-58.9% | $5,332-52.1% | $5,439-53.1% |
| Admin fee / account holder | $208 | $16,953-98.8% | $10,720-98.1% | $10,886-98.1% |