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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 | $25,368 | $211,946-88.0% | $169,452-85.0% | $135,382-81.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.47% | 3.26%-8.7pp | 1.83%-7.3pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,202 | $5,117-76.5% | $4,157-71.1% | $4,779-74.9% |
| Participant deferral / active EE | $3,000 | $6,075-50.6% | $5,277-43.2% | $5,609-46.5% |
| Admin fee / account holder | $255 | $11,472-97.8% | $9,110-97.2% | $10,829-97.6% |