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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 | $18,272 | $174,018-89.5% | $136,833-86.6% | $198,609-90.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | -5.77% | 35.16%-40.9pp | 35.32%-41.1pp | 202.70%-208.5pp |
| Employer contribution / active EE | $386 | $1,571-75.5% | $1,319-70.8% | $5,055-92.4% |
| Participant deferral / active EE | $464 | $2,873-83.9% | $2,441-81.0% | $6,977-93.4% |
| Admin fee / account holder | $96 | $5,434-98.2% | $4,706-98.0% | $19,030-99.5% |