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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 | $26,420 | $77,817-66.0% | $123,553-78.6% | $64,173-58.8% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -1.18% | 12.49%-13.7pp | 119.21%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,523 | $3,014-49.5% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $6,538 | $5,240+24.8% | $6,426+1.7% | $3,470+88.4% |
| Admin fee / account holder | $150 | $5,519-97.3% | $9,284-98.4% | $4,887-96.9% |