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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 | $54,092 | $100,792-46.3% | $86,691-37.6% | $134,509-59.8% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -17.34% | 29.08%-46.4pp | 35.94%-53.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $938 | $3,491-73.1% | $2,837-66.9% | $4,741-80.2% |
| Participant deferral / active EE | $10,249 | $5,339+92.0% | $4,656+120.1% | $6,400+60.1% |
| Admin fee / account holder | $232 | $10,924-97.9% | $7,492-96.9% | $11,427-98.0% |