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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 | $32,308 | $54,162-40.3% | $68,612-52.9% | $64,173-49.7% |
| Participation rate | 74.1% | 68.1%+6.1pp | 72.2%+1.9pp | 69.6%+4.6pp |
| Annual return | -5.06% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,836 | $1,846-0.5% | $2,625-30.1% | $2,381-22.9% |
| Participant deferral / active EE | $2,498 | $2,626-4.9% | $3,311-24.6% | $3,470-28.0% |
| Admin fee / account holder | $298 | $4,029-92.6% | $5,131-94.2% | $4,887-93.9% |