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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 | $100,970-73.5% | $96,576-72.3% | $137,256-80.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 20.84% | 38.16%-17.3pp | 38.47%-17.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,899 | $8,286-16.7% | $7,956-13.3% | $6,407+7.7% |
| Admin fee / account holder | $152 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |