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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 | $44,873 | $107,666-58.3% | $102,184-56.1% | $154,746-71.0% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 22.91% | 29.33%-6.4pp | 31.58%-8.7pp | 172.34%-149.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,054 | $8,719+15.3% | $8,309+21.0% | $6,730+49.4% |
| Admin fee / account holder | $159 | $12,943-98.8% | $11,609-98.6% | $14,365-98.9% |