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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 | $8,936 | $58,848-84.8% | $88,179-89.9% | $82,637-89.2% |
| Participation rate | 91.4% | 57.9%+33.5pp | 69.1%+22.3pp | 68.1%+23.4pp |
| Annual return | 28.76% | 22.76%+6.0pp | 64.97%-36.2pp | 53.51%-24.7pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,596 | $3,124+15.1% | $4,614-22.1% | $4,126-12.9% |
| Admin fee / account holder | $107 | $4,795-97.8% | $7,673-98.6% | $7,339-98.5% |