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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 | $45,591 | $64,719-29.6% | $112,249-59.4% | $68,486-33.4% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.2pp |
| Annual return | -12.72% | -11.40%-1.3pp | 27.48%-40.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,159 | $3,565-11.4% | $4,729-33.2% | $4,028-21.6% |
| Admin fee / account holder | $56 | $5,232-98.9% | $6,412-99.1% | $5,404-99.0% |