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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 | $36,511 | $49,177-25.8% | $79,476-54.1% | $64,181-43.1% |
| Participation rate | 82.4% | 65.0%+17.3pp | 73.3%+9.0pp | 69.6%+12.8pp |
| Annual return | -6.23% | -1.16%-5.1pp | 718.21%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,594 | $2,076-23.2% | $2,800-43.1% | $2,381-33.1% |
| Participant deferral / active EE | $4,757 | $2,821+68.6% | $3,704+28.4% | $3,470+37.1% |
| Admin fee / account holder | $230 | $3,839-94.0% | $5,113-95.5% | $4,887-95.3% |