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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 | $19,026 | $77,976-75.6% | $81,367-76.6% | $125,389-84.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -2.54% | -2.85%+0.3pp | -0.92%-1.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,915 | $4,366-56.1% | $3,930-51.3% | $4,866-60.7% |
| Participant deferral / active EE | $2,788 | $5,646-50.6% | $5,383-48.2% | $5,352-47.9% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |