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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 | $44,767 | $50,958-12.2% | $74,552-40.0% | $64,181-30.2% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.1%+17.1pp | 69.6%+16.6pp |
| Annual return | -6.45% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $411 | $1,115-63.1% | $1,961-79.0% | $2,381-82.7% |
| Participant deferral / active EE | $2,506 | $2,301+8.9% | $3,108-19.4% | $3,470-27.8% |
| Admin fee / account holder | $12 | $4,223-99.7% | $5,060-99.8% | $4,887-99.8% |