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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 | $29,464 | $64,311-54.2% | $57,356-48.6% | $125,389-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.78% | 25.14%-27.9pp | 24.41%-27.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,496 | $3,193-21.8% | $2,689-7.2% | $4,866-48.7% |
| Participant deferral / active EE | $2,521 | $3,846-34.4% | $3,162-20.3% | $5,352-52.9% |
| Admin fee / account holder | $64 | $5,243-98.8% | $3,357-98.1% | $9,541-99.3% |