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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 | $36,155 | $83,908-56.9% | $68,509-47.2% | $125,388-71.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 74.7%+17.6pp | 83.2%+9.1pp |
| Annual return | -2.03% | 14.48%-16.5pp | 8.27%-10.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $533 | $3,031-82.4% | $2,278-76.6% | $4,866-89.0% |
| Participant deferral / active EE | $2,488 | $4,125-39.7% | $3,382-26.5% | $5,352-53.5% |
| Admin fee / account holder | $165 | $8,982-98.2% | $5,275-96.9% | $9,541-98.3% |