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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 | $23,528 | $81,262-71.0% | $155,602-84.9% | $80,911-70.9% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 11.44% | 33.34%-21.9pp | 64.81%-53.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $490 | $3,102-84.2% | $4,675-89.5% | $2,756-82.2% |
| Participant deferral / active EE | $1,344 | $3,451-61.1% | $5,629-76.1% | $4,297-68.7% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |