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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 | $40,471 | $65,704-38.4% | $94,229-57.1% | $59,633-32.1% |
| Participation rate | 80.6% | 72.1%+8.5pp | 78.8%+1.9pp | 68.7%+12.0pp |
| Annual return | -1.76% | 5.22%-7.0pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $571 | $2,021-71.8% | $3,587-84.1% | $2,203-74.1% |
| Participant deferral / active EE | $1,720 | $3,143-45.3% | $4,320-60.2% | $3,192-46.1% |
| Admin fee / account holder | $77 | $4,265-98.2% | $6,269-98.8% | $4,297-98.2% |