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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 | $30,883 | $94,031-67.2% | $115,768-73.3% | $82,448-62.5% |
| Participation rate | 81.9% | 70.4%+11.5pp | 74.4%+7.6pp | 68.1%+13.9pp |
| Annual return | 18.14% | 20.61%-2.5pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,754 | $3,972-55.8% | $4,917-64.3% | $4,139-57.6% |
| Admin fee / account holder | $189 | $10,249-98.2% | $12,439-98.5% | $7,234-97.4% |