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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 | $29,820 | $87,546-65.9% | $75,784-60.7% | $125,389-76.2% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -1.18% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,922 | $4,230-30.9% | $3,652-20.0% | $5,352-45.4% |
| Admin fee / account holder | $21 | $6,503-99.7% | $5,300-99.6% | $9,541-99.8% |