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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 | $42,694 | $65,704-35.0% | $94,229-54.7% | $59,633-28.4% |
| Participation rate | 92.9% | 72.1%+20.7pp | 78.8%+14.1pp | 68.7%+24.2pp |
| Annual return | -1.28% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,535 | $3,143+139.7% | $4,320+74.4% | $3,192+136.1% |
| Admin fee / account holder | $187 | $4,265-95.6% | $6,269-97.0% | $4,297-95.6% |