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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 | $31,356 | $77,817-59.7% | $123,553-74.6% | $64,173-51.1% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -7.16% | 12.49%-19.6pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $744 | $3,014-75.3% | $4,628-83.9% | $2,381-68.8% |
| Participant deferral / active EE | $2,349 | $5,240-55.2% | $6,426-63.4% | $3,470-32.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |