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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 | $12,405 | $102,245-87.9% | $89,340-86.1% | $137,256-91.0% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 26.30% | 21.89%+4.4pp | 20.57%+5.7pp | 220.34%-194.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,222 | $4,436-4.8% | $3,823+10.4% | $6,407-34.1% |
| Admin fee / account holder | $7 | $8,085-99.9% | $6,704-99.9% | $12,270-99.9% |