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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 | $13,439 | $112,729-88.1% | $98,716-86.4% | $137,256-90.2% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.3%+9.7pp | 80.0%-1.0pp |
| Annual return | 17.55% | 38.48%-20.9pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $252 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |