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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 | $35,851 | $62,583-42.7% | $76,767-53.3% | $64,173-44.1% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -4.94% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,214 | $1,832+20.8% | $2,485-10.9% | $2,381-7.0% |
| Participant deferral / active EE | $1,846 | $3,145-41.3% | $3,852-52.1% | $3,470-46.8% |
| Admin fee / account holder | $259 | $4,667-94.4% | $6,675-96.1% | $4,887-94.7% |