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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 | $16,296 | $69,541-76.6% | $59,899-72.8% | $135,380-88.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.56% | 7.95%-16.5pp | 3.46%-12.0pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,894 | $3,236-41.5% | $2,723-30.4% | $4,779-60.4% |
| Participant deferral / active EE | $4,060 | $4,206-3.5% | $3,402+19.3% | $5,609-27.6% |
| Admin fee / account holder | $258 | $5,737-95.5% | $3,592-92.8% | $10,828-97.6% |