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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 | $40,766 | $57,352-28.9% | $83,830-51.4% | $64,173-36.5% |
| Participation rate | 85.1% | 68.6%+16.5pp | 76.1%+9.0pp | 69.6%+15.5pp |
| Annual return | -6.73% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,308 | $2,546-48.6% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,633 | $2,993-12.0% | $4,082-35.5% | $3,470-24.1% |
| Admin fee / account holder | $162 | $4,046-96.0% | $5,479-97.0% | $4,887-96.7% |