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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 | $39,989 | $77,816-48.6% | $123,552-67.6% | $64,173-37.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -6.87% | 12.49%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,068 | $3,014-31.4% | $4,628-55.3% | $2,381-13.1% |
| Participant deferral / active EE | $4,797 | $5,240-8.5% | $6,426-25.4% | $3,470+38.2% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,285-99.8% | $4,887-99.6% |