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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 | $27,040 | $52,580-48.6% | $71,671-62.3% | $70,126-61.4% |
| Participation rate | 97.1% | 60.9%+36.2pp | 68.7%+28.3pp | 69.5%+27.5pp |
| Annual return | 16.51% | 20.25%-3.7pp | 20.65%-4.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $735 | $1,616-54.5% | $2,460-70.1% | $2,343-68.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $31 | $3,653-99.2% | $5,558-99.4% | $4,645-99.3% |