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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 | $22,853 | $72,177-68.3% | $115,038-80.1% | $59,633-61.7% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | 1.98% | 12.02%-10.0pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $557 | $2,841-80.4% | $4,608-87.9% | $2,203-74.7% |
| Participant deferral / active EE | $2,233 | $4,783-53.3% | $6,026-62.9% | $3,192-30.0% |
| Admin fee / account holder | $298 | $4,927-94.0% | $8,175-96.4% | $4,297-93.1% |