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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 | $16,040 | $84,518-81.0% | $67,704-76.3% | $125,389-87.2% |
| Participation rate | 72.2% | 74.8%-2.6pp | 67.5%+4.7pp | 83.2%-11.0pp |
| Annual return | -2.13% | 2.57%-4.7pp | 25.41%-27.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,355 | $3,292-58.8% | $2,559-47.0% | $4,866-72.1% |
| Participant deferral / active EE | $4,648 | $4,430+4.9% | $3,585+29.6% | $5,352-13.1% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |