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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 | $36,597 | $59,819-38.8% | $79,583-54.0% | $68,490-46.6% |
| Participation rate | 96.9% | 61.1%+35.9pp | 69.5%+27.4pp | 67.9%+29.0pp |
| Annual return | -11.46% | -12.30%+0.8pp | 0.16%-11.6pp | -7.85%-3.6pp |
| Employer contribution / active EE | $4,948 | $1,505+228.7% | $2,414+105.0% | $2,597+90.5% |
| Participant deferral / active EE | $3,077 | $3,025+1.7% | $3,986-22.8% | $4,028-23.6% |
| Admin fee / account holder | $247 | $4,835-94.9% | $6,835-96.4% | $5,403-95.4% |