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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 | $2,401 | $36,948-93.5% | $73,658-96.7% | $87,485-97.3% |
| Participation rate | 92.1% | 46.8%+45.3pp | 57.0%+35.1pp | 68.9%+23.2pp |
| Annual return | 16.93% | 28.64%-11.7pp | 29.72%-12.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,030 | $1,379-25.3% | $2,062-50.1% | $4,274-75.9% |
| Admin fee / account holder | $266 | $2,531-89.5% | $3,357-92.1% | $7,775-96.6% |