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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 | $40,278 | $87,546-54.0% | $75,784-46.9% | $125,389-67.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.96% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,129 | $3,930-45.8% | $3,323-36.0% | $4,866-56.3% |
| Participant deferral / active EE | $4,245 | $4,230+0.4% | $3,652+16.2% | $5,352-20.7% |
| Admin fee / account holder | $117 | $6,503-98.2% | $5,300-97.8% | $9,541-98.8% |