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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 | $46,008 | $64,716-28.9% | $112,258-59.0% | $68,495-32.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.67% | -11.40%-2.3pp | 27.47%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,826 | $2,746-33.5% | $3,636-49.8% | $2,596-29.7% |
| Participant deferral / active EE | $2,548 | $3,565-28.5% | $4,728-46.1% | $4,028-36.7% |
| Admin fee / account holder | $232 | $5,232-95.6% | $6,411-96.4% | $5,403-95.7% |