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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 | $19,323 | $73,848-73.8% | $143,799-86.6% | $68,486-71.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.25% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,989 | $3,184-37.5% | $4,952-59.8% | $2,597-23.4% |
| Participant deferral / active EE | $3,470 | $3,385+2.5% | $5,638-38.5% | $4,028-13.8% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,677-98.3% | $5,404-95.4% |