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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 | $13,053 | $69,518-81.2% | $59,887-78.2% | $135,379-90.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.24% | 7.95%-16.2pp | 3.46%-11.7pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,206 | $3,235-62.7% | $2,722-55.7% | $4,779-74.8% |
| Participant deferral / active EE | $4,366 | $4,204+3.8% | $3,402+28.3% | $5,609-22.2% |
| Admin fee / account holder | $44 | $5,734-99.2% | $3,591-98.8% | $10,828-99.6% |