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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 | $10,690 | $57,061-81.3% | $85,063-87.4% | $80,911-86.8% |
| Participation rate | 75.7% | 56.3%+19.3pp | 67.5%+8.2pp | 67.6%+8.0pp |
| Annual return | 13.96% | 21.66%-7.7pp | 66.54%-52.6pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,233 | $3,110+3.9% | $4,523-28.5% | $4,297-24.8% |
| Admin fee / account holder | $272 | $4,986-94.5% | $6,155-95.6% | $6,935-96.1% |