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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 | $62,430 | $72,177-13.5% | $115,038-45.7% | $59,633+4.7% |
| Participation rate | 82.4% | 72.6%+9.8pp | 81.4%+1.0pp | 68.7%+13.7pp |
| Annual return | -0.01% | 12.02%-12.0pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,199 | $2,841-57.8% | $4,608-74.0% | $2,203-45.6% |
| Participant deferral / active EE | $7,235 | $4,783+51.3% | $6,026+20.1% | $3,192+126.7% |
| Admin fee / account holder | $256 | $4,927-94.8% | $8,175-96.9% | $4,297-94.0% |