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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 | $38,043 | $65,704-42.1% | $94,229-59.6% | $59,633-36.2% |
| Participation rate | 88.0% | 72.1%+15.9pp | 78.8%+9.2pp | 68.7%+19.3pp |
| Annual return | -1.46% | 5.22%-6.7pp | 10.68%-12.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $755 | $2,021-62.6% | $3,587-78.9% | $2,203-65.7% |
| Participant deferral / active EE | $2,206 | $3,143-29.8% | $4,320-48.9% | $3,192-30.9% |
| Admin fee / account holder | $245 | $4,265-94.2% | $6,269-96.1% | $4,297-94.3% |