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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 | $41,080 | $87,546-53.1% | $75,784-45.8% | $125,389-67.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.66% | 13.49%-16.1pp | 9.68%-12.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,930 | $3,930-50.9% | $3,323-41.9% | $4,866-60.3% |
| Participant deferral / active EE | $2,220 | $4,230-47.5% | $3,652-39.2% | $5,352-58.5% |
| Admin fee / account holder | $174 | $6,503-97.3% | $5,300-96.7% | $9,541-98.2% |