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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 | $36,948-60.0% | $73,658-80.0% | $87,485-83.1% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 25.51% | 28.64%-3.1pp | 29.72%-4.2pp | 26.06%-0.5pp |
| Employer contribution / active EE | $343 | $670-48.8% | $1,032-66.7% | $2,596-86.8% |
| Participant deferral / active EE | $1,897 | $1,379+37.5% | $2,062-8.0% | $4,274-55.6% |
| Admin fee / account holder | $293 | $2,531-88.4% | $3,357-91.3% | $7,775-96.2% |