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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 | $2,137 | $37,156-94.2% | $83,854-97.5% | $86,983-97.5% |
| Participation rate | 87.5% | 49.1%+38.4pp | 59.1%+28.4pp | 69.5%+18.0pp |
| Annual return | 23.36% | 29.88%-6.5pp | 31.39%-8.0pp | 25.83%-2.5pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $809 | $1,418-43.0% | $2,035-60.3% | $4,194-80.7% |
| Admin fee / account holder | $150 | $2,510-94.0% | $3,197-95.3% | $7,856-98.1% |