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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 | $4,379 | $36,948-88.1% | $73,658-94.1% | $87,485-95.0% |
| Participation rate | 84.0% | 46.8%+37.2pp | 57.0%+27.0pp | 68.9%+15.1pp |
| Annual return | 23.42% | 28.64%-5.2pp | 29.72%-6.3pp | 26.06%-2.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $841 | $1,379-39.0% | $2,062-59.2% | $4,274-80.3% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |