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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 | $102,609-89.4% | $98,090-88.9% | $138,895-92.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 22.00% | 36.44%-14.4pp | 37.05%-15.0pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,616 | $3,867-58.2% | $3,606-55.2% | $4,194-61.5% |
| Participant deferral / active EE | $2,559 | $8,167-68.7% | $7,845-67.4% | $6,396-60.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |