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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 | $33,851 | $95,188-64.4% | $76,518-55.8% | $135,380-75.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -6.53% | 4.85%-11.4pp | -0.27%-6.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,306 | $3,303-30.2% | $2,647-12.9% | $4,779-51.8% |
| Participant deferral / active EE | $5,434 | $4,640+17.1% | $3,836+41.7% | $5,609-3.1% |
| Admin fee / account holder | $20 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |