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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 | $15,649 | $35,183-55.5% | $73,550-78.7% | $70,126-77.7% |
| Participation rate | 72.2% | 42.9%+29.3pp | 54.9%+17.3pp | 69.5%+2.7pp |
| Annual return | 22.78% | 26.90%-4.1pp | -15.16%+37.9pp | 73.15%-50.4pp |
| Employer contribution / active EE | $1,544 | $709+117.9% | $1,219+26.6% | $2,343-34.1% |
| Participant deferral / active EE | $1,627 | $1,220+33.4% | $1,804-9.8% | $3,332-51.2% |
| Admin fee / account holder | $26 | $2,302-98.9% | $2,320-98.9% | $4,645-99.4% |