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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 | $39,747 | $49,280-19.3% | $67,313-41.0% | $64,173-38.1% |
| Participation rate | 73.6% | 60.8%+12.8pp | 69.1%+4.5pp | 69.6%+4.0pp |
| Annual return | -7.02% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,284 | $1,668-23.0% | $2,566-50.0% | $2,381-46.1% |
| Participant deferral / active EE | $2,581 | $2,484+3.9% | $3,568-27.7% | $3,470-25.6% |
| Admin fee / account holder | $4 | $3,863-99.9% | $4,507-99.9% | $4,887-99.9% |