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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 | $32,608 | $95,188-65.7% | $76,518-57.4% | $135,379-75.9% |
| Participation rate | 81.3% | 74.4%+6.9pp | 68.0%+13.3pp | 82.6%-1.4pp |
| Annual return | -4.53% | 4.85%-9.4pp | -0.27%-4.3pp | 519.79%-524.3pp |
| Employer contribution / active EE | $744 | $3,303-77.5% | $2,647-71.9% | $4,779-84.4% |
| Participant deferral / active EE | $4,284 | $4,640-7.7% | $3,836+11.7% | $5,609-23.6% |
| Admin fee / account holder | $163 | $6,249-97.4% | $4,849-96.6% | $10,828-98.5% |