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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 | $63,887 | $73,839-13.5% | $143,788-55.6% | $68,495-6.7% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -11.92% | 1.01%-12.9pp | -0.03%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,250 | $3,184-29.3% | $4,952-54.6% | $2,596-13.3% |
| Participant deferral / active EE | $5,411 | $3,384+59.9% | $5,638-4.0% | $4,028+34.3% |
| Admin fee / account holder | $285 | $5,755-95.0% | $14,675-98.1% | $5,403-94.7% |