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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 | $14,178 | $94,439-85.0% | $73,658-80.8% | $154,746-90.8% |
| Participation rate | 86.7% | 64.7%+22.0pp | 57.0%+29.6pp | 80.7%+6.0pp |
| Annual return | 14.04% | 28.25%-14.2pp | 29.72%-15.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $325 | $1,257-74.1% | $1,032-68.5% | $4,379-92.6% |
| Participant deferral / active EE | $1,460 | $2,527-42.2% | $2,062-29.2% | $6,730-78.3% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |