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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 | $36,832 | $100,805-63.5% | $86,698-57.5% | $134,532-72.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -3.54% | 29.09%-32.6pp | 35.95%-39.5pp | 418.27%-421.8pp |
| Employer contribution / active EE | $777 | $3,490-77.7% | $2,837-72.6% | $4,741-83.6% |
| Participant deferral / active EE | $6,509 | $5,339+21.9% | $4,656+39.8% | $6,401+1.7% |
| Admin fee / account holder | $160 | $10,925-98.5% | $7,493-97.9% | $11,429-98.6% |