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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 | $15,800 | $53,596-70.5% | $90,657-82.6% | $64,173-75.4% |
| Participation rate | 97.5% | 64.5%+33.0pp | 74.0%+23.5pp | 69.6%+27.9pp |
| Annual return | -7.32% | 4.41%-11.7pp | 1.89%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,464 | $1,503-2.6% | $2,532-42.2% | $2,381-38.5% |
| Participant deferral / active EE | $1,798 | $2,459-26.9% | $3,424-47.5% | $3,470-48.2% |
| Admin fee / account holder | $247 | $3,868-93.6% | $4,994-95.0% | $4,887-94.9% |