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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 | $34,847 | $92,219-62.2% | $76,768-54.6% | $135,379-74.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -8.12% | 5.46%-13.6pp | 2.43%-10.6pp | 519.79%-527.9pp |
| Employer contribution / active EE | $1,720 | $3,216-46.5% | $2,485-30.8% | $4,779-64.0% |
| Participant deferral / active EE | $4,243 | $4,508-5.9% | $3,852+10.2% | $5,609-24.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |