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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 | $16,922 | $29,736-43.1% | $56,033-69.8% | $80,935-79.1% |
| Participation rate | 75.0% | 41.7%+33.3pp | 52.5%+22.5pp | 67.7%+7.3pp |
| Annual return | 15.85% | 35.28%-19.4pp | 1711.38%-1695.5pp | 35.66%-19.8pp |
| Employer contribution / active EE | $640 | $671-4.7% | $1,041-38.5% | $2,757-76.8% |
| Participant deferral / active EE | $1,459 | $1,228+18.8% | $1,954-25.3% | $4,299-66.1% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |