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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 | $42,910 | $175,646-75.6% | $129,118-66.8% | $134,532-68.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.2%+2.8pp | 81.2%-1.2pp |
| Annual return | -16.06% | -11.39%-4.7pp | -10.94%-5.1pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,266 | $6,355-64.4% | $5,051-55.1% | $4,741-52.2% |
| Participant deferral / active EE | $11,844 | $7,970+48.6% | $6,539+81.1% | $6,401+85.0% |
| Admin fee / account holder | $225 | $23,578-99.0% | $14,305-98.4% | $11,429-98.0% |