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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 | $15,116 | $69,518-78.3% | $59,887-74.8% | $135,379-88.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.7%+3.9pp | 82.6%-4.1pp |
| Annual return | -4.99% | 7.95%-12.9pp | 3.46%-8.4pp | 519.79%-524.8pp |
| Employer contribution / active EE | $767 | $3,235-76.3% | $2,722-71.8% | $4,779-83.9% |
| Participant deferral / active EE | $767 | $4,204-81.8% | $3,402-77.4% | $5,609-86.3% |
| Admin fee / account holder | $128 | $5,734-97.8% | $3,591-96.4% | $10,828-98.8% |