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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 | $13,444 | $57,590-76.7% | $86,233-84.4% | $82,448-83.7% |
| Participation rate | 83.0% | 57.9%+25.1pp | 69.0%+14.0pp | 68.1%+14.9pp |
| Annual return | 19.82% | 22.41%-2.6pp | 61.39%-41.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $623 | $1,655-62.4% | $2,504-75.1% | $2,551-75.6% |
| Participant deferral / active EE | $1,879 | $3,080-39.0% | $4,559-58.8% | $4,139-54.6% |
| Admin fee / account holder | $70 | $4,730-98.5% | $8,342-99.2% | $7,234-99.0% |