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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 | $47,514 | $99,032-52.0% | $80,022-40.6% | $135,382-64.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.47% | 15.39%-20.9pp | 11.22%-16.7pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,563 | $3,043-48.6% | $2,468-36.7% | $4,779-67.3% |
| Participant deferral / active EE | $3,121 | $4,282-27.1% | $3,686-15.3% | $5,609-44.4% |
| Admin fee / account holder | $47 | $10,436-99.6% | $6,521-99.3% | $10,829-99.6% |