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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 | $44,420 | $87,546-49.3% | $75,784-41.4% | $125,389-64.6% |
| Participation rate | 95.5% | 80.2%+15.3pp | 75.8%+19.6pp | 83.2%+12.3pp |
| Annual return | -2.46% | 13.49%-16.0pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,314 | $3,930-66.6% | $3,323-60.5% | $4,866-73.0% |
| Participant deferral / active EE | $3,292 | $4,230-22.2% | $3,652-9.8% | $5,352-38.5% |
| Admin fee / account holder | $132 | $6,503-98.0% | $5,300-97.5% | $9,541-98.6% |