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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 | $28,796 | $49,177-41.4% | $79,466-63.8% | $64,173-55.1% |
| Participation rate | 81.3% | 65.0%+16.2pp | 73.3%+7.9pp | 69.6%+11.7pp |
| Annual return | -4.41% | -1.16%-3.2pp | 718.28%-722.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $516 | $2,076-75.1% | $2,800-81.6% | $2,381-78.3% |
| Participant deferral / active EE | $1,712 | $2,821-39.3% | $3,704-53.8% | $3,470-50.7% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |