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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 | $57,950 | $99,032-41.5% | $80,022-27.6% | $135,382-57.2% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -7.16% | 15.39%-22.5pp | 11.22%-18.4pp | 519.77%-526.9pp |
| Employer contribution / active EE | $441 | $3,043-85.5% | $2,468-82.1% | $4,779-90.8% |
| Participant deferral / active EE | $4,561 | $4,282+6.5% | $3,686+23.7% | $5,609-18.7% |
| Admin fee / account holder | $14 | $10,436-99.9% | $6,521-99.8% | $10,829-99.9% |