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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 | $31,357 | $57,350-45.3% | $83,850-62.6% | $64,181-51.1% |
| Participation rate | 76.6% | 68.6%+8.0pp | 76.1%+0.4pp | 69.6%+7.0pp |
| Annual return | -5.12% | 11.38%-16.5pp | 850.92%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $655 | $2,545-74.3% | $3,631-82.0% | $2,381-72.5% |
| Participant deferral / active EE | $1,682 | $2,993-43.8% | $4,082-58.8% | $3,470-51.5% |
| Admin fee / account holder | $164 | $4,046-96.0% | $5,478-97.0% | $4,887-96.6% |