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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 | $25,664 | $72,273-64.5% | $101,275-74.7% | $79,856-67.9% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.7pp |
| Annual return | 21.69% | 22.30%-0.6pp | 46.48%-24.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,200 | $2,691-55.4% | $3,660-67.2% | $2,471-51.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $189 | $4,401-95.7% | $5,948-96.8% | $5,306-96.4% |