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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 | $41,855 | $83,908-50.1% | $68,509-38.9% | $125,389-66.6% |
| Participation rate | 95.7% | 78.2%+17.5pp | 74.7%+20.9pp | 83.2%+12.5pp |
| Annual return | -3.09% | 14.48%-17.6pp | 8.27%-11.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,323 | $3,031-56.4% | $2,278-41.9% | $4,866-72.8% |
| Participant deferral / active EE | $2,827 | $4,125-31.5% | $3,382-16.4% | $5,352-47.2% |
| Admin fee / account holder | $174 | $8,982-98.1% | $5,275-96.7% | $9,541-98.2% |