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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 | $12,492 | $100,970-87.6% | $96,576-87.1% | $137,256-90.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 27.60% | 38.16%-10.6pp | 38.47%-10.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $2,143 | $3,809-43.7% | $3,553-39.7% | $4,156-48.4% |
| Participant deferral / active EE | $3,441 | $8,286-58.5% | $7,956-56.7% | $6,407-46.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |