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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 | $47,112 | $71,872-34.5% | $86,691-45.7% | $68,495-31.2% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -15.99% | 3.53%-19.5pp | 35.94%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,424 | $2,173+11.6% | $2,837-14.6% | $2,596-6.6% |
| Participant deferral / active EE | $7,753 | $3,779+105.2% | $4,656+66.5% | $4,028+92.5% |
| Admin fee / account holder | $227 | $6,112-96.3% | $7,492-97.0% | $5,403-95.8% |