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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 | $47,463 | $104,251-54.5% | $91,004-47.8% | $147,586-67.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 18.30% | 27.06%-8.8pp | 4.60%+13.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,884 | $4,195+16.4% | $3,548+37.7% | $5,439-10.2% |
| Admin fee / account holder | $10 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |