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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 | $73,593 | $50,947+44.4% | $74,551-1.3% | $64,173+14.7% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -5.05% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,001 | $1,115+79.4% | $1,961+2.0% | $2,381-16.0% |
| Participant deferral / active EE | $2,564 | $2,302+11.4% | $3,108-17.5% | $3,470-26.1% |
| Admin fee / account holder | $230 | $4,221-94.6% | $5,059-95.5% | $4,887-95.3% |