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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 | $64,922 | $158,852-59.1% | $121,220-46.4% | $135,380-52.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -5.45% | -0.64%-4.8pp | 16.94%-22.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $614 | $5,666-89.2% | $4,023-84.7% | $4,779-87.2% |
| Participant deferral / active EE | $8,626 | $4,006+115.4% | $3,345+157.9% | $5,609+53.8% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |