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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 | $33,549 | $59,819-43.9% | $79,583-57.8% | $68,490-51.0% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -17.82% | -12.30%-5.5pp | 0.16%-18.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,214 | $1,505+47.1% | $2,414-8.3% | $2,597-14.7% |
| Participant deferral / active EE | $5,106 | $3,025+68.8% | $3,986+28.1% | $4,028+26.8% |
| Admin fee / account holder | $207 | $4,835-95.7% | $6,835-97.0% | $5,403-96.2% |