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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 | $73,953 | $71,878+2.9% | $86,698-14.7% | $68,486+8.0% |
| Participation rate | 70.6% | 72.2%-1.7pp | 76.6%-6.0pp | 67.9%+2.7pp |
| Annual return | -18.61% | 3.53%-22.1pp | 35.95%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,601 | $2,173-26.3% | $2,837-43.6% | $2,597-38.3% |
| Participant deferral / active EE | $3,084 | $3,779-18.4% | $4,656-33.8% | $4,028-23.4% |
| Admin fee / account holder | $6 | $6,113-99.9% | $7,493-99.9% | $5,404-99.9% |