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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 | $20,722 | $133,998-84.5% | $112,263-81.5% | $134,545-84.6% |
| Participation rate | 73.9% | 78.6%-4.6pp | 75.1%-1.1pp | 81.2%-7.3pp |
| Annual return | -12.82% | 47.17%-60.0pp | 27.49%-40.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,309 | $4,040-67.6% | $3,636-64.0% | $4,742-72.4% |
| Participant deferral / active EE | $1,617 | $5,292-69.4% | $4,729-65.8% | $6,401-74.7% |
| Admin fee / account holder | $45 | $7,493-99.4% | $6,410-99.3% | $11,431-99.6% |