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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 | $10,891 | $75,541-85.6% | $152,093-92.8% | $82,637-86.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.28% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $889 | $2,622-66.1% | $4,175-78.7% | $2,552-65.2% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $285 | $6,405-95.6% | $14,497-98.0% | $7,339-96.1% |