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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 | $26,526 | $35,183-24.6% | $73,550-63.9% | $70,126-62.2% |
| Participation rate | 87.5% | 42.9%+44.6pp | 54.9%+32.6pp | 69.5%+18.0pp |
| Annual return | 21.25% | 26.90%-5.6pp | -15.16%+36.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $785 | $1,220-35.6% | $1,804-56.5% | $3,332-76.4% |
| Admin fee / account holder | $81 | $2,302-96.5% | $2,320-96.5% | $4,645-98.2% |