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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 | $34,323 | $87,546-60.8% | $75,784-54.7% | $125,389-72.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.41% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,139 | $3,930-71.0% | $3,323-65.7% | $4,866-76.6% |
| Participant deferral / active EE | $2,894 | $4,230-31.6% | $3,652-20.7% | $5,352-45.9% |
| Admin fee / account holder | $172 | $6,503-97.3% | $5,300-96.7% | $9,541-98.2% |