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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 | $8,540 | $45,872-81.4% | $77,081-88.9% | $68,495-87.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -8.08% | 1.73%-9.8pp | 42.33%-50.4pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,701 | $1,650+63.7% | $2,813-4.0% | $2,596+4.0% |
| Participant deferral / active EE | $1,168 | $2,963-60.6% | $4,428-73.6% | $4,028-71.0% |
| Admin fee / account holder | $233 | $3,041-92.3% | $5,427-95.7% | $5,403-95.7% |