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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 | $28,249 | $92,219-69.4% | $76,767-63.2% | $135,380-79.1% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -4.07% | 5.46%-9.5pp | 2.43%-6.5pp | 519.81%-523.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,286 | $4,508-49.3% | $3,852-40.7% | $5,609-59.3% |
| Admin fee / account holder | $14 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |