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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 | $31,407 | $72,177-56.5% | $115,037-72.7% | $59,633-47.3% |
| Participation rate | 76.5% | 72.6%+3.9pp | 81.4%-4.9pp | 68.7%+7.8pp |
| Annual return | -0.85% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $2,035 | $2,841-28.4% | $4,608-55.8% | $2,203-7.6% |
| Participant deferral / active EE | $3,952 | $4,783-17.4% | $6,026-34.4% | $3,192+23.8% |
| Admin fee / account holder | $64 | $4,927-98.7% | $8,175-99.2% | $4,297-98.5% |