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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 | $15,844 | $95,193-83.4% | $76,523-79.3% | $135,382-88.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -9.12% | 4.85%-14.0pp | -0.27%-8.9pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,080 | $3,302-67.3% | $2,647-59.2% | $4,779-77.4% |
| Participant deferral / active EE | $3,215 | $4,639-30.7% | $3,835-16.2% | $5,609-42.7% |
| Admin fee / account holder | $11 | $6,249-99.8% | $4,848-99.8% | $10,829-99.9% |