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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 | $12,318 | $69,518-82.3% | $59,883-79.4% | $135,382-90.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -3.37% | 7.95%-11.3pp | 3.46%-6.8pp | 519.77%-523.1pp |
| Employer contribution / active EE | $1,508 | $3,235-53.4% | $2,722-44.6% | $4,779-68.4% |
| Participant deferral / active EE | $1,659 | $4,204-60.6% | $3,402-51.2% | $5,609-70.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |