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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 | $24,422 | $126,661-80.7% | $113,397-78.5% | $138,895-82.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 18.81% | 25.05%-6.2pp | 23.20%-4.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,609 | $5,693-54.2% | $5,076-48.6% | $6,396-59.2% |
| Admin fee / account holder | $248 | $14,549-98.3% | $11,957-97.9% | $12,562-98.0% |