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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 | $17,776 | $112,729-84.2% | $98,716-82.0% | $137,256-87.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 22.01% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,101 | $4,640-54.7% | $4,048-48.1% | $6,407-67.2% |
| Admin fee / account holder | $82 | $10,129-99.2% | $8,703-99.1% | $12,270-99.3% |