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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 | $29,567 | $43,338-31.8% | $59,887-50.6% | $64,173-53.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.37% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,742 | $2,030+35.1% | $2,722+0.7% | $2,381+15.2% |
| Participant deferral / active EE | $2,729 | $2,547+7.1% | $3,402-19.8% | $3,470-21.3% |
| Admin fee / account holder | $271 | $3,007-91.0% | $3,591-92.5% | $4,887-94.5% |