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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 | $57,828 | $211,946-72.7% | $169,452-65.9% | $135,379-57.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.18% | 3.26%-11.4pp | 1.83%-10.0pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,224 | $5,117-76.1% | $4,157-70.6% | $4,779-74.4% |
| Participant deferral / active EE | $12,977 | $6,075+113.6% | $5,277+145.9% | $5,609+131.4% |
| Admin fee / account holder | $283 | $11,472-97.5% | $9,110-96.9% | $10,828-97.4% |