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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 | $49,586 | $97,027-48.9% | $83,323-40.5% | $135,382-63.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -7.97% | 12.31%-20.3pp | 10.63%-18.6pp | 519.77%-527.7pp |
| Employer contribution / active EE | $4,269 | $4,143+3.0% | $3,379+26.3% | $4,779-10.7% |
| Participant deferral / active EE | $6,199 | $5,964+3.9% | $5,565+11.4% | $5,609+10.5% |
| Admin fee / account holder | $239 | $8,427-97.2% | $7,539-96.8% | $10,829-97.8% |