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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 | $51,440 | $64,719-20.5% | $112,249-54.2% | $68,486-24.9% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,336 | $2,747+21.4% | $3,636-8.3% | $2,597+28.5% |
| Participant deferral / active EE | $8,320 | $3,565+133.4% | $4,729+75.9% | $4,028+106.6% |
| Admin fee / account holder | $204 | $5,232-96.1% | $6,412-96.8% | $5,404-96.2% |