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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 | $38,112 | $92,219-58.7% | $76,768-50.4% | $135,379-71.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -1.79% | 5.46%-7.2pp | 2.43%-4.2pp | 519.79%-521.6pp |
| Employer contribution / active EE | $593 | $3,216-81.5% | $2,485-76.1% | $4,779-87.6% |
| Participant deferral / active EE | $1,429 | $4,508-68.3% | $3,852-62.9% | $5,609-74.5% |
| Admin fee / account holder | $16 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |