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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 | $17,163 | $73,863-76.8% | $143,797-88.1% | $68,490-74.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.36% | 0.91%-14.3pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,056 | $3,185-35.4% | $4,952-58.5% | $2,597-20.8% |
| Participant deferral / active EE | $1,182 | $3,385-65.1% | $5,638-79.0% | $4,028-70.6% |
| Admin fee / account holder | $131 | $5,756-97.7% | $14,679-99.1% | $5,403-97.6% |