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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 | $20,038 | $90,448-77.8% | $93,786-78.6% | $134,545-85.1% |
| Participation rate | 82.4% | 82.0%+0.4pp | 81.0%+1.4pp | 81.2%+1.1pp |
| Annual return | -17.11% | -15.71%-1.4pp | -11.32%-5.8pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,628 | $4,349-62.6% | $4,328-62.4% | $4,742-65.7% |
| Participant deferral / active EE | $3,154 | $5,983-47.3% | $6,100-48.3% | $6,401-50.7% |
| Admin fee / account holder | $111 | $9,232-98.8% | $7,184-98.5% | $11,431-99.0% |