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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 | $37,156-60.3% | $83,854-82.4% | $86,983-83.0% |
| Participation rate | 100.0% | 49.1%+50.9pp | 59.1%+40.9pp | 69.5%+30.5pp |
| Annual return | 25.51% | 29.88%-4.4pp | 31.39%-5.9pp | 25.83%-0.3pp |
| Employer contribution / active EE | $343 | $661-48.0% | $1,017-66.2% | $2,584-86.7% |
| Participant deferral / active EE | $1,897 | $1,418+33.8% | $2,035-6.8% | $4,194-54.8% |
| Admin fee / account holder | $293 | $2,510-88.3% | $3,197-90.8% | $7,856-96.3% |