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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 | $13,549 | $37,446-63.8% | $77,513-82.5% | $79,852-83.0% |
| Participation rate | 75.9% | 41.5%+34.3pp | 54.2%+21.7pp | 69.6%+6.2pp |
| Annual return | 13.68% | 39.76%-26.1pp | 54.81%-41.1pp | 31.72%-18.0pp |
| Employer contribution / active EE | $690 | $637+8.2% | $987-30.1% | $2,471-72.1% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |