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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 | $27,379 | $86,701-68.4% | $73,309-62.7% | $125,388-78.2% |
| Participation rate | 94.1% | 78.6%+15.5pp | 74.9%+19.2pp | 83.2%+10.9pp |
| Annual return | -2.32% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,990 | $4,152-52.1% | $3,237-38.5% | $4,866-59.1% |
| Participant deferral / active EE | $3,020 | $5,549-45.6% | $4,991-39.5% | $5,352-43.6% |
| Admin fee / account holder | $111 | $7,768-98.6% | $5,635-98.0% | $9,541-98.8% |