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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 | $24,421 | $92,219-73.5% | $76,767-68.2% | $135,380-82.0% |
| Participation rate | 85.0% | 79.8%+5.2pp | 77.0%+8.0pp | 82.6%+2.4pp |
| Annual return | -7.27% | 5.46%-12.7pp | 2.43%-9.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,962 | $3,216-39.0% | $2,485-21.1% | $4,779-59.0% |
| Participant deferral / active EE | $2,234 | $4,508-50.5% | $3,852-42.0% | $5,609-60.2% |
| Admin fee / account holder | $193 | $10,749-98.2% | $6,675-97.1% | $10,828-98.2% |