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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 | $10,861 | $100,970-89.2% | $96,576-88.8% | $137,256-92.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 22.00% | 38.16%-16.2pp | 38.47%-16.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,616 | $3,809-57.6% | $3,553-54.5% | $4,156-61.1% |
| Participant deferral / active EE | $2,559 | $8,286-69.1% | $7,956-67.8% | $6,407-60.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |