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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 | $19,519 | $73,839-73.6% | $143,788-86.4% | $68,495-71.5% |
| Participation rate | 79.4% | 66.7%+12.8pp | 80.3%-0.9pp | 67.9%+11.5pp |
| Annual return | -7.02% | 1.01%-8.0pp | -0.03%-7.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $845 | $3,184-73.5% | $4,952-82.9% | $2,596-67.5% |
| Participant deferral / active EE | $1,294 | $3,384-61.8% | $5,638-77.1% | $4,028-67.9% |
| Admin fee / account holder | $281 | $5,755-95.1% | $14,675-98.1% | $5,403-94.8% |