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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 | $19,989 | $95,188-79.0% | $76,518-73.9% | $135,380-85.2% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -6.36% | 4.85%-11.2pp | -0.27%-6.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,981 | $3,303-40.0% | $2,647-25.2% | $4,779-58.5% |
| Participant deferral / active EE | $3,148 | $4,640-32.2% | $3,836-17.9% | $5,609-43.9% |
| Admin fee / account holder | $29 | $6,249-99.5% | $4,849-99.4% | $10,828-99.7% |