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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 | $19,802 | $69,518-71.5% | $59,883-66.9% | $135,382-85.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -0.62% | 7.95%-8.6pp | 3.46%-4.1pp | 519.77%-520.4pp |
| Employer contribution / active EE | $2,580 | $3,235-20.2% | $2,722-5.2% | $4,779-46.0% |
| Participant deferral / active EE | $2,693 | $4,204-35.9% | $3,402-20.8% | $5,609-52.0% |
| Admin fee / account holder | $25 | $5,734-99.6% | $3,591-99.3% | $10,829-99.8% |