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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 | $31,333 | $57,352-45.4% | $83,831-62.6% | $64,173-51.2% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,739 | $2,546-31.7% | $3,631-52.1% | $2,381-27.0% |
| Participant deferral / active EE | $2,787 | $2,993-6.9% | $4,082-31.7% | $3,470-19.7% |
| Admin fee / account holder | $278 | $4,046-93.1% | $5,479-94.9% | $4,887-94.3% |