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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 | $46,591 | $61,660-24.4% | $80,022-41.8% | $64,173-27.4% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | -4.02% | -0.33%-3.7pp | 11.22%-15.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,675 | $1,810-7.5% | $2,468-32.1% | $2,381-29.7% |
| Participant deferral / active EE | $2,149 | $2,968-27.6% | $3,686-41.7% | $3,470-38.1% |
| Admin fee / account holder | $239 | $5,417-95.6% | $6,521-96.3% | $4,887-95.1% |