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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 | $26,785 | $77,816-65.6% | $123,552-78.3% | $64,173-58.3% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.3%+2.0pp | 69.6%+14.7pp |
| Annual return | -7.45% | 12.49%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,109 | $3,014-63.2% | $4,628-76.0% | $2,381-53.4% |
| Participant deferral / active EE | $2,434 | $5,240-53.5% | $6,426-62.1% | $3,470-29.8% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,285-99.8% | $4,887-99.5% |