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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 | $42,326 | $77,817-45.6% | $123,553-65.7% | $64,173-34.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.62% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,495 | $3,014-50.4% | $4,628-67.7% | $2,381-37.2% |
| Participant deferral / active EE | $4,603 | $5,240-12.2% | $6,426-28.4% | $3,470+32.7% |
| Admin fee / account holder | $194 | $5,519-96.5% | $9,284-97.9% | $4,887-96.0% |