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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 | $14,979 | $85,790-82.5% | $67,313-77.7% | $135,382-88.9% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -8.81% | -0.54%-8.3pp | -4.08%-4.7pp | 519.77%-528.6pp |
| Employer contribution / active EE | $605 | $3,487-82.7% | $2,566-76.4% | $4,779-87.3% |
| Participant deferral / active EE | $2,064 | $4,651-55.6% | $3,568-42.2% | $5,609-63.2% |
| Admin fee / account holder | $19 | $6,392-99.7% | $4,507-99.6% | $10,829-99.8% |