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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 | $37,359 | $50,947-26.7% | $74,551-49.9% | $64,173-41.8% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | -5.98% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $993 | $1,115-11.0% | $1,961-49.4% | $2,381-58.3% |
| Participant deferral / active EE | $1,108 | $2,302-51.8% | $3,108-64.3% | $3,470-68.1% |
| Admin fee / account holder | $54 | $4,221-98.7% | $5,059-98.9% | $4,887-98.9% |