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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 | $27,455 | $134,001-79.5% | $112,258-75.5% | $134,509-79.6% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -13.46% | 47.15%-60.6pp | 27.47%-40.9pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,968 | $4,039-51.3% | $3,636-45.9% | $4,741-58.5% |
| Participant deferral / active EE | $2,843 | $5,291-46.3% | $4,728-39.9% | $6,400-55.6% |
| Admin fee / account holder | $22 | $7,491-99.7% | $6,411-99.7% | $11,427-99.8% |