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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 | $18,299 | $42,909-57.4% | $60,906-70.0% | $68,486-73.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | -14.33% | -13.99%-0.3pp | 16.94%-31.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $635 | $1,979-67.9% | $2,703-76.5% | $2,597-75.6% |
| Participant deferral / active EE | $3,733 | $2,866+30.2% | $3,814-2.1% | $4,028-7.3% |
| Admin fee / account holder | $17 | $3,104-99.5% | $3,227-99.5% | $5,404-99.7% |