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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 | $20,888 | $69,590-70.0% | $136,867-84.7% | $94,015-77.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 17.74% | 19.62%-1.9pp | 42.97%-25.2pp | 17.84%-0.1pp |
| Employer contribution / active EE | $886 | $2,396-63.0% | $3,547-75.0% | $2,790-68.2% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |