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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 | $106,974-88.4% | $90,796-86.3% | $138,895-91.1% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.5%+20.5pp | 79.9%+10.1pp |
| Annual return | 26.30% | 20.10%+6.2pp | 19.29%+7.0pp | 145.39%-119.1pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,222 | $4,455-5.2% | $3,822+10.5% | $6,396-34.0% |
| Admin fee / account holder | $7 | $8,626-99.9% | $7,024-99.9% | $12,562-99.9% |