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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 | $87,318 | $59,819+46.0% | $79,583+9.7% | $68,490+27.5% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -17.44% | -12.30%-5.1pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,612 | $1,505+7.1% | $2,414-33.2% | $2,597-37.9% |
| Participant deferral / active EE | $5,637 | $3,025+86.4% | $3,986+41.4% | $4,028+40.0% |
| Admin fee / account holder | $89 | $4,835-98.2% | $6,835-98.7% | $5,403-98.4% |