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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 | $4,282 | $36,948-88.4% | $73,658-94.2% | $87,485-95.1% |
| Participation rate | 91.4% | 46.8%+44.6pp | 57.0%+34.4pp | 68.9%+22.5pp |
| Annual return | 21.12% | 28.64%-7.5pp | 29.72%-8.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $624 | $1,379-54.8% | $2,062-69.8% | $4,274-85.4% |
| Admin fee / account holder | $98 | $2,531-96.1% | $3,357-97.1% | $7,775-98.7% |