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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 | $36,521 | $64,729-43.6% | $112,263-67.5% | $68,490-46.7% |
| Participation rate | 70.7% | 67.2%+3.6pp | 75.1%-4.3pp | 67.9%+2.8pp |
| Annual return | -19.36% | -11.40%-8.0pp | 27.49%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,652 | $2,746-3.4% | $3,636-27.1% | $2,597+2.1% |
| Participant deferral / active EE | $4,111 | $3,566+15.3% | $4,729-13.1% | $4,028+2.1% |
| Admin fee / account holder | $295 | $5,222-94.3% | $6,410-95.4% | $5,403-94.5% |