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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 | $33,220 | $75,935-56.3% | $60,547-45.1% | $125,389-73.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.04% | -5.38%+3.3pp | 335.64%-337.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,263 | $3,438-34.2% | $2,419-6.5% | $4,866-53.5% |
| Participant deferral / active EE | $3,733 | $4,506-17.2% | $3,328+12.2% | $5,352-30.2% |
| Admin fee / account holder | $224 | $6,768-96.7% | $4,536-95.1% | $9,541-97.7% |