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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 | $15,958 | $103,949-84.6% | $69,182-76.9% | $273,972-94.2% |
| Participation rate | 79.2% | 67.4%+11.8pp | 55.1%+24.1pp | 83.0%-3.8pp |
| Annual return | 5.54% | 35.28%-29.7pp | -21.93%+27.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,004 | $2,716-63.1% | $1,897-47.1% | $5,287-81.0% |
| Admin fee / account holder | $270 | $3,671-92.6% | $2,697-90.0% | $10,133-97.3% |