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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 | $119,788 | $81,331+47.3% | $155,534-23.0% | $80,935+48.0% |
| Participation rate | 84.8% | 66.3%+18.6pp | 78.2%+6.6pp | 67.7%+17.2pp |
| Annual return | 17.20% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,388 | $3,454+113.9% | $5,630+31.2% | $4,299+71.8% |
| Admin fee / account holder | $244 | $7,999-96.9% | $15,900-98.5% | $6,924-96.5% |