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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 | $14,415 | $115,225-87.5% | $100,712-85.7% | $138,895-89.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 21.19% | 40.35%-19.2pp | 33.27%-12.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,172 | $4,699+10.1% | $4,085+26.6% | $6,396-19.1% |
| Admin fee / account holder | $78 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |