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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 | $33,965 | $86,701-60.8% | $73,309-53.7% | $125,388-72.9% |
| Participation rate | 90.9% | 78.6%+12.3pp | 74.9%+16.0pp | 83.2%+7.7pp |
| Annual return | -0.36% | 2.78%-3.1pp | 5.67%-6.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,314 | $4,152-44.3% | $3,237-28.5% | $4,866-52.5% |
| Participant deferral / active EE | $3,850 | $5,549-30.6% | $4,991-22.9% | $5,352-28.1% |
| Admin fee / account holder | $25 | $7,768-99.7% | $5,635-99.6% | $9,541-99.7% |