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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 | $19,756 | $92,219-78.6% | $76,767-74.3% | $135,380-85.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -7.32% | 5.46%-12.8pp | 2.43%-9.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,652 | $3,216-48.6% | $2,485-33.5% | $4,779-65.4% |
| Participant deferral / active EE | $3,476 | $4,508-22.9% | $3,852-9.8% | $5,609-38.0% |
| Admin fee / account holder | $216 | $10,749-98.0% | $6,675-96.8% | $10,828-98.0% |