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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 | $37,786 | $69,977-46.0% | $108,582-65.2% | $62,881-39.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.53% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $752 | $2,135-64.8% | $3,758-80.0% | $2,281-67.0% |
| Participant deferral / active EE | $2,238 | $3,165-29.3% | $4,311-48.1% | $3,203-30.1% |
| Admin fee / account holder | $224 | $5,076-95.6% | $7,645-97.1% | $4,296-94.8% |