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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 | $8,853 | $60,813-85.4% | - | $134,532-93.4% |
| Participation rate | 71.4% | 67.1%+4.3pp | - | 81.2%-9.8pp |
| Annual return | -16.40% | -10.69%-5.7pp | - | 418.27%-434.7pp |
| Employer contribution / active EE | $1,561 | $2,735-42.9% | - | $4,741-67.1% |
| Participant deferral / active EE | $1,275 | $4,132-69.1% | - | $6,401-80.1% |
| Admin fee / account holder | $84 | $4,065-97.9% | - | $11,429-99.3% |