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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 | $44,096 | $85,790-48.6% | $67,313-34.5% | $135,379-67.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.97% | -0.54%-4.4pp | -4.08%-0.9pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,976 | $3,487-43.4% | $2,566-23.0% | $4,779-58.7% |
| Participant deferral / active EE | $3,757 | $4,651-19.2% | $3,568+5.3% | $5,609-33.0% |
| Admin fee / account holder | $220 | $6,392-96.6% | $4,507-95.1% | $10,828-98.0% |