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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 | $12,354 | $73,863-83.3% | $143,797-91.4% | $68,490-82.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.20% | 0.91%-13.1pp | -0.04%-12.2pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,696 | $3,185-46.7% | $4,952-65.8% | $2,597-34.7% |
| Participant deferral / active EE | $3,993 | $3,385+18.0% | $5,638-29.2% | $4,028-0.9% |
| Admin fee / account holder | $78 | $5,756-98.6% | $14,679-99.5% | $5,403-98.6% |