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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 | $88,996-89.0% | $78,004-87.5% | $138,895-93.0% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 27.08% | 28.03%-1.0pp | 31.07%-4.0pp | 145.39%-118.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,965 | $4,724-37.2% | $4,092-27.5% | $6,396-53.7% |
| Admin fee / account holder | $137 | $8,807-98.4% | $7,578-98.2% | $12,562-98.9% |