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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 | $35,375 | $92,219-61.6% | $76,767-53.9% | $135,380-73.9% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -4.16% | 5.46%-9.6pp | 2.43%-6.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,642 | $3,216-48.9% | $2,485-33.9% | $4,779-65.6% |
| Participant deferral / active EE | $3,955 | $4,508-12.3% | $3,852+2.7% | $5,609-29.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |