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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 | $39,969 | $77,816-48.6% | $123,549-67.6% | $64,181-37.7% |
| Participation rate | 70.5% | 74.7%-4.3pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -8.09% | 12.49%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,140 | $3,014-62.2% | $4,628-75.4% | $2,381-52.1% |
| Participant deferral / active EE | $3,470 | $5,240-33.8% | $6,426-46.0% | $3,4700% |
| Admin fee / account holder | $236 | $5,519-95.7% | $9,284-97.5% | $4,887-95.2% |