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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 | $14,765 | $48,118-69.3% | $136,833-89.2% | $94,015-84.3% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 25.51% | 14.65%+10.9pp | 35.32%-9.8pp | 17.84%+7.7pp |
| Employer contribution / active EE | $343 | $821-58.2% | $1,319-74.0% | $2,790-87.7% |
| Participant deferral / active EE | $1,897 | $1,651+14.9% | $2,441-22.3% | $4,249-55.4% |
| Admin fee / account holder | $293 | $3,059-90.4% | $4,706-93.8% | $8,951-96.7% |