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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 | $31,652 | $85,790-63.1% | $67,313-53.0% | $135,380-76.6% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -8.15% | -0.54%-7.6pp | -4.08%-4.1pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,537 | $3,487-55.9% | $2,566-40.1% | $4,779-67.8% |
| Participant deferral / active EE | $5,514 | $4,651+18.5% | $3,568+54.5% | $5,609-1.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |