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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 | $17,584 | $45,872-61.7% | $77,096-77.2% | $68,486-74.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.83% | 1.73%-17.6pp | 42.35%-58.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,045 | $1,650+84.6% | $2,814+8.2% | $2,597+17.3% |
| Participant deferral / active EE | $916 | $2,963-69.1% | $4,429-79.3% | $4,028-77.3% |
| Admin fee / account holder | $246 | $3,041-91.9% | $5,428-95.5% | $5,404-95.5% |