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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 | $30,958 | $57,828-46.5% | $117,039-73.5% | $70,131-55.9% |
| Participation rate | 98.9% | 67.1%+31.8pp | 77.2%+21.7pp | 69.5%+29.4pp |
| Annual return | 14.79% | 17.55%-2.8pp | 18.95%-4.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $691 | $1,816-62.0% | $3,785-81.7% | $2,342-70.5% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $237 | $3,548-93.3% | $5,974-96.0% | $4,645-94.9% |