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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 | $18,847 | $45,872-58.9% | $77,100-75.6% | $68,490-72.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.71% | 1.73%-18.4pp | 42.35%-59.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,051 | $1,650+206.2% | $2,815+79.4% | $2,597+94.5% |
| Participant deferral / active EE | $2,689 | $2,963-9.2% | $4,430-39.3% | $4,028-33.2% |
| Admin fee / account holder | $171 | $3,041-94.4% | $5,443-96.9% | $5,403-96.8% |