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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 | $54,595 | $124,425-56.1% | $112,040-51.3% | $137,256-60.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 17.93% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,098 | $3,411-67.8% | $2,954-62.8% | $4,156-73.6% |
| Participant deferral / active EE | $11,540 | $5,718+101.8% | $5,098+126.4% | $6,407+80.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |