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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 | $32,218 | $64,729-50.2% | $112,263-71.3% | $68,490-53.0% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | -16.45% | -11.40%-5.1pp | 27.49%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $7,672 | $2,746+179.4% | $3,636+111.0% | $2,597+195.4% |
| Participant deferral / active EE | $3,363 | $3,566-5.7% | $4,729-28.9% | $4,028-16.5% |
| Admin fee / account holder | $263 | $5,222-95.0% | $6,410-95.9% | $5,403-95.1% |