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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 | $29,582 | $87,546-66.2% | $75,784-61.0% | $125,389-76.4% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -2.93% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,150 | $3,930-45.3% | $3,323-35.3% | $4,866-55.8% |
| Participant deferral / active EE | $3,960 | $4,230-6.4% | $3,652+8.4% | $5,352-26.0% |
| Admin fee / account holder | $24 | $6,503-99.6% | $5,300-99.5% | $9,541-99.7% |