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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 | $26,568 | $53,127-50.0% | $86,587-69.3% | $70,131-62.1% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 15.64% | 27.66%-12.0pp | 964.86%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $853 | $2,068-58.7% | $2,839-69.9% | $2,342-63.6% |
| Participant deferral / active EE | $2,268 | $2,696-15.9% | $3,609-37.2% | $3,332-31.9% |
| Admin fee / account holder | $183 | $3,585-94.9% | $4,906-96.3% | $4,645-96.1% |