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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 | $57,036 | $42,383+34.6% | $76,518-25.5% | $64,173-11.1% |
| Participation rate | 92.0% | 58.1%+33.9pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | -6.15% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,321 | $1,563-15.5% | $2,647-50.1% | $2,381-44.5% |
| Participant deferral / active EE | $3,151 | $2,566+22.8% | $3,836-17.9% | $3,470-9.2% |
| Admin fee / account holder | $197 | $3,198-93.8% | $4,849-95.9% | $4,887-96.0% |