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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 | $28,696 | $131,835-78.2% | $108,582-73.6% | $273,972-89.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.73% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,273 | $4,913-53.7% | $3,758-39.5% | $4,869-53.3% |
| Participant deferral / active EE | $2,182 | $5,127-57.4% | $4,311-49.4% | $5,287-58.7% |
| Admin fee / account holder | $216 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |