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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 | $39,165 | $79,633-50.8% | $93,759-58.2% | $68,486-42.8% |
| Participation rate | 73.3% | 75.4%-2.0pp | 81.0%-7.6pp | 67.9%+5.4pp |
| Annual return | -18.30% | -0.10%-18.2pp | -11.33%-7.0pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,479 | $3,665-59.7% | $4,324-65.8% | $2,597-43.1% |
| Participant deferral / active EE | $6,808 | $5,158+32.0% | $6,096+11.7% | $4,028+69.0% |
| Admin fee / account holder | $253 | $6,871-96.3% | $7,197-96.5% | $5,404-95.3% |