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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 | $81,299 | $176,794-54.0% | $146,647-44.6% | $167,553-51.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 10.87% | 24.04%-13.2pp | 22.75%-11.9pp | 478.89%-468.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,943 | $6,440-54.3% | $5,506-46.6% | $6,343-53.6% |
| Admin fee / account holder | $132 | $13,262-99.0% | $10,281-98.7% | $12,316-98.9% |