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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 | $19,700 | $92,219-78.6% | $76,767-74.3% | $135,380-85.4% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -0.21% | 5.46%-5.7pp | 2.43%-2.6pp | 519.81%-520.0pp |
| Employer contribution / active EE | $1,388 | $3,216-56.8% | $2,485-44.2% | $4,779-71.0% |
| Participant deferral / active EE | $1,388 | $4,508-69.2% | $3,852-64.0% | $5,609-75.3% |
| Admin fee / account holder | $105 | $10,749-99.0% | $6,675-98.4% | $10,828-99.0% |