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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 | $17,980 | $78,690-77.2% | $161,489-88.9% | $87,485-79.4% |
| Participation rate | 72.0% | 67.5%+4.5pp | 78.7%-6.7pp | 68.9%+3.1pp |
| Annual return | 19.49% | 32.74%-13.3pp | 89.72%-70.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $579 | $2,588-77.6% | $4,268-86.4% | $2,596-77.7% |
| Participant deferral / active EE | $2,310 | $3,311-30.2% | $5,630-59.0% | $4,274-45.9% |
| Admin fee / account holder | $2 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |