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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 | $28,292 | $86,701-67.4% | $73,309-61.4% | $125,389-77.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.75% | 2.78%-3.5pp | 5.67%-6.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,139 | $4,152-48.5% | $3,237-33.9% | $4,866-56.0% |
| Participant deferral / active EE | $2,776 | $5,549-50.0% | $4,991-44.4% | $5,352-48.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |