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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 | $21,365 | $59,805-64.3% | $79,551-73.1% | $68,498-68.8% |
| Participation rate | 95.9% | 61.1%+34.9pp | 69.5%+26.5pp | 67.9%+28.1pp |
| Annual return | -4.61% | -12.30%+7.7pp | 0.14%-4.7pp | -7.84%+3.2pp |
| Employer contribution / active EE | $1,946 | $1,505+29.3% | $2,413-19.4% | $2,596-25.1% |
| Participant deferral / active EE | $2,238 | $3,024-26.0% | $3,985-43.8% | $4,027-44.4% |
| Admin fee / account holder | $274 | $4,835-94.3% | $6,833-96.0% | $5,403-94.9% |