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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 | $25,303 | $92,219-72.6% | $76,768-67.0% | $135,379-81.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -5.07% | 5.46%-10.5pp | 2.43%-7.5pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,109 | $3,216-65.5% | $2,485-55.4% | $4,779-76.8% |
| Participant deferral / active EE | $1,845 | $4,508-59.1% | $3,852-52.1% | $5,609-67.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |