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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 | $35,146 | $87,546-59.9% | $75,784-53.6% | $125,389-72.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.06% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,355 | $3,930-65.5% | $3,323-59.2% | $4,866-72.2% |
| Participant deferral / active EE | $3,051 | $4,230-27.9% | $3,652-16.4% | $5,352-43.0% |
| Admin fee / account holder | $244 | $6,503-96.2% | $5,300-95.4% | $9,541-97.4% |