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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 | $2,483 | $27,632-91.0% | $61,452-96.0% | $68,486-96.4% |
| Participation rate | 77.1% | 39.5%+37.6pp | 52.6%+24.6pp | 67.9%+9.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $687 | $696-1.3% | $1,160-40.8% | $2,597-73.6% |
| Participant deferral / active EE | $1,302 | $1,264+3.1% | $2,125-38.7% | $4,028-67.7% |
| Admin fee / account holder | $7 | $2,010-99.7% | $2,131-99.7% | $5,404-99.9% |