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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 | $59,545 | $110,303-46.0% | $95,759-37.8% | $139,487-57.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.66% | 27.19%-10.5pp | 28.42%-11.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,280 | $4,674+34.3% | $4,244+48.0% | $6,713-6.4% |
| Admin fee / account holder | $224 | $6,615-96.6% | $5,678-96.0% | $11,407-98.0% |