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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 | $13,290 | $36,948-64.0% | $73,658-82.0% | $87,485-84.8% |
| Participation rate | 97.2% | 46.8%+50.4pp | 57.0%+40.2pp | 68.9%+28.3pp |
| Annual return | 14.73% | 28.64%-13.9pp | 29.72%-15.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,832 | $670+173.4% | $1,032+77.5% | $2,596-29.4% |
| Participant deferral / active EE | $837 | $1,379-39.3% | $2,062-59.4% | $4,274-80.4% |
| Admin fee / account holder | $232 | $2,531-90.8% | $3,357-93.1% | $7,775-97.0% |