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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 | $104,568 | $69,977+49.4% | $108,582-3.7% | $62,881+66.3% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+8.9pp | 69.3%+19.2pp |
| Annual return | 8.80% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,749 | $3,165+302.8% | $4,311+195.7% | $3,203+298.0% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |