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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 | $9,779 | $87,166-88.8% | $76,735-87.3% | $137,256-92.9% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 27.08% | 26.50%+0.6pp | 29.77%-2.7pp | 220.34%-193.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,965 | $4,726-37.3% | $4,088-27.5% | $6,407-53.7% |
| Admin fee / account holder | $137 | $8,403-98.4% | $7,189-98.1% | $12,270-98.9% |