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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 | $16,860 | $65,092-74.1% | $143,799-88.3% | $66,938-74.8% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | 6.43% | -11.14%+17.6pp | -0.04%+6.5pp | 1.58%+4.9pp |
| Employer contribution / active EE | $593 | $2,362-74.9% | $4,952-88.0% | $2,545-76.7% |
| Participant deferral / active EE | $1,443 | $2,920-50.6% | $5,638-74.4% | $4,238-66.0% |
| Admin fee / account holder | $266 | $502-47.0% | $14,677-98.2% | $594-55.2% |