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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 | $29,297 | $39,162-25.2% | $100,671-70.9% | $59,633-50.9% |
| Participation rate | 77.4% | 55.9%+21.6pp | 70.7%+6.7pp | 68.7%+8.7pp |
| Annual return | -2.00% | 21.07%-23.1pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,293 | $1,151+12.4% | $4,012-67.8% | $2,203-41.3% |
| Participant deferral / active EE | $3,273 | $1,992+64.3% | $3,144+4.1% | $3,192+2.5% |
| Admin fee / account holder | $130 | $2,969-95.6% | $4,850-97.3% | $4,297-97.0% |