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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 | $20,378 | $91,911-77.8% | $68,612-70.3% | $135,380-84.9% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -5.80% | -8.22%+2.4pp | -4.63%-1.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $838 | $3,924-78.7% | $2,625-68.1% | $4,779-82.5% |
| Participant deferral / active EE | $3,848 | $4,315-10.8% | $3,311+16.2% | $5,609-31.4% |
| Admin fee / account holder | $18 | $9,240-99.8% | $5,131-99.7% | $10,828-99.8% |