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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 | $20,187 | $99,032-79.6% | $80,022-74.8% | $135,380-85.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.46% | 15.39%-23.9pp | 11.22%-19.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,494 | $3,043-50.9% | $2,468-39.4% | $4,779-68.7% |
| Participant deferral / active EE | $3,197 | $4,282-25.3% | $3,686-13.3% | $5,609-43.0% |
| Admin fee / account holder | $222 | $10,436-97.9% | $6,521-96.6% | $10,828-97.9% |