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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 | $21,515 | $92,219-76.7% | $76,768-72.0% | $135,379-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.84% | 5.46%-11.3pp | 2.43%-8.3pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,829 | $3,216-43.1% | $2,485-26.4% | $4,779-61.7% |
| Participant deferral / active EE | $4,367 | $4,508-3.1% | $3,852+13.4% | $5,609-22.1% |
| Admin fee / account holder | $114 | $10,749-98.9% | $6,675-98.3% | $10,828-98.9% |