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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 | $33,081 | $99,032-66.6% | $80,022-58.7% | $135,379-75.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.20% | 15.39%-20.6pp | 11.22%-16.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,604 | $3,043-47.3% | $2,468-35.0% | $4,779-66.4% |
| Participant deferral / active EE | $3,415 | $4,282-20.2% | $3,686-7.3% | $5,609-39.1% |
| Admin fee / account holder | $193 | $10,436-98.2% | $6,521-97.0% | $10,828-98.2% |