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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 | $25,287 | $140,578-82.0% | $100,671-74.9% | $125,393-79.8% |
| Participation rate | 76.5% | 80.4%-3.9pp | 70.7%+5.8pp | 83.2%-6.7pp |
| Annual return | -2.55% | 24.67%-27.2pp | 20.43%-23.0pp | 282.23%-284.8pp |
| Employer contribution / active EE | $1,602 | $5,965-73.1% | $4,012-60.1% | $4,866-67.1% |
| Participant deferral / active EE | $2,706 | $3,981-32.0% | $3,144-13.9% | $5,351-49.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |