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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 | $43,982 | $49,280-10.8% | $67,313-34.7% | $64,173-31.5% |
| Participation rate | 87.5% | 60.8%+26.7pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -6.18% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $9,731 | $1,668+483.2% | $2,566+279.3% | $2,381+308.7% |
| Participant deferral / active EE | $6,378 | $2,484+156.8% | $3,568+78.7% | $3,470+83.8% |
| Admin fee / account holder | $269 | $3,863-93.0% | $4,507-94.0% | $4,887-94.5% |