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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 | $31,750 | $131,835-75.9% | $108,582-70.8% | $273,972-88.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.17% | -91.57%+98.7pp | -51.70%+58.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $889 | $4,913-81.9% | $3,758-76.4% | $4,869-81.7% |
| Participant deferral / active EE | $8,837 | $5,127+72.4% | $4,311+105.0% | $5,287+67.1% |
| Admin fee / account holder | $17 | $10,253-99.8% | $7,645-99.8% | $10,133-99.8% |