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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 | $12,164 | $32,037-62.0% | $69,182-82.4% | $62,881-80.7% |
| Participation rate | 96.2% | 43.4%+52.7pp | 55.1%+41.0pp | 69.3%+26.8pp |
| Annual return | 5.43% | 15.16%-9.7pp | -21.93%+27.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,154 | $679+69.9% | $1,206-4.3% | $2,281-49.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $66 | $2,608-97.5% | $2,697-97.6% | $4,296-98.5% |