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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 | $44,624 | $110,212-59.5% | $96,534-53.8% | $139,466-68.0% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 16.91% | 26.42%-9.5pp | 25.88%-9.0pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,395 | $5,547-20.8% | $4,851-9.4% | $6,712-34.5% |
| Admin fee / account holder | $228 | $11,599-98.0% | $8,253-97.2% | $11,409-98.0% |