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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 | $26,756 | $97,289-72.5% | $92,805-71.2% | $155,188-82.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 20.84% | 29.03%-8.2pp | 31.59%-10.7pp | 148.84%-128.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,899 | $8,795-21.6% | $8,448-18.3% | $6,531+5.6% |
| Admin fee / account holder | $152 | $12,015-98.7% | $10,911-98.6% | $14,480-99.0% |