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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 | $13,390 | $87,016-84.6% | $63,244-78.8% | $125,389-89.3% |
| Participation rate | 78.3% | 77.1%+1.2pp | 71.0%+7.2pp | 83.2%-4.9pp |
| Annual return | 0.36% | 21.71%-21.4pp | -70.31%+70.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $360 | $3,601-90.0% | $2,322-84.5% | $4,866-92.6% |
| Participant deferral / active EE | $1,439 | $3,939-63.5% | $2,953-51.3% | $5,352-73.1% |
| Admin fee / account holder | $22 | $11,954-99.8% | $5,893-99.6% | $9,541-99.8% |