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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 | $47,664 | $92,219-48.3% | $76,768-37.9% | $135,379-64.8% |
| Participation rate | 77.3% | 79.8%-2.5pp | 77.0%+0.3pp | 82.6%-5.4pp |
| Annual return | -8.02% | 5.46%-13.5pp | 2.43%-10.5pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,309 | $3,216-59.3% | $2,485-47.3% | $4,779-72.6% |
| Participant deferral / active EE | $2,527 | $4,508-44.0% | $3,852-34.4% | $5,609-55.0% |
| Admin fee / account holder | $77 | $10,749-99.3% | $6,675-98.9% | $10,828-99.3% |