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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 | $42,215 | $62,583-32.5% | $76,767-45.0% | $64,173-34.2% |
| Participation rate | 79.3% | 72.8%+6.5pp | 77.0%+2.3pp | 69.6%+9.7pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,103 | $1,832+14.8% | $2,485-15.4% | $2,381-11.7% |
| Participant deferral / active EE | $5,009 | $3,145+59.3% | $3,852+30.0% | $3,470+44.4% |
| Admin fee / account holder | $90 | $4,667-98.1% | $6,675-98.7% | $4,887-98.2% |