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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 | $53,074 | $87,544-39.4% | $75,784-30.0% | $125,388-57.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.13% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,624 | $3,930-58.7% | $3,323-51.1% | $4,866-66.6% |
| Participant deferral / active EE | $2,291 | $4,229-45.8% | $3,652-37.3% | $5,352-57.2% |
| Admin fee / account holder | $157 | $6,502-97.6% | $5,300-97.0% | $9,541-98.3% |