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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 | $32,393 | $167,352-80.6% | $143,788-77.5% | $134,509-75.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.37% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,881 | $5,620-66.5% | $4,952-62.0% | $4,741-60.3% |
| Participant deferral / active EE | $5,876 | $6,447-8.9% | $5,638+4.2% | $6,400-8.2% |
| Admin fee / account holder | $12 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |