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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 | $21,130 | $73,863-71.4% | $143,797-85.3% | $68,490-69.1% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -15.04% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,973 | $3,185+56.2% | $4,952+0.4% | $2,597+91.5% |
| Participant deferral / active EE | $4,108 | $3,385+21.4% | $5,638-27.1% | $4,028+2.0% |
| Admin fee / account holder | $62 | $5,756-98.9% | $14,679-99.6% | $5,403-98.8% |