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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 | $30,840 | $54,162-43.1% | $68,612-55.1% | $64,173-51.9% |
| Participation rate | 76.0% | 68.1%+7.9pp | 72.2%+3.8pp | 69.6%+6.4pp |
| Annual return | -7.28% | -1.62%-5.7pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,644 | $1,846-11.0% | $2,625-37.4% | $2,381-31.0% |
| Participant deferral / active EE | $2,578 | $2,626-1.8% | $3,311-22.1% | $3,470-25.7% |
| Admin fee / account holder | $118 | $4,029-97.1% | $5,131-97.7% | $4,887-97.6% |