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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 | $25,488 | $71,878-64.5% | $86,698-70.6% | $68,486-62.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.37% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $928 | $2,173-57.3% | $2,837-67.3% | $2,597-64.3% |
| Participant deferral / active EE | $2,395 | $3,779-36.6% | $4,656-48.6% | $4,028-40.5% |
| Admin fee / account holder | $204 | $6,113-96.7% | $7,493-97.3% | $5,404-96.2% |