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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 | $31,294 | $43,333-27.8% | $59,883-47.7% | $64,181-51.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 74.7%+5.3pp | 69.6%+10.4pp |
| Annual return | -1.61% | -1.55%-0.1pp | 3.46%-5.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,559 | $2,547+79.0% | $3,402+34.0% | $3,470+31.4% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |