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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 | $44,316 | $58,577-24.3% | $83,323-46.8% | $64,181-31.0% |
| Participation rate | 84.4% | 72.0%+12.3pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | -5.28% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,765 | $2,098-15.9% | $3,379-47.8% | $2,381-25.9% |
| Participant deferral / active EE | $3,420 | $4,654-26.5% | $5,565-38.5% | $3,470-1.4% |
| Admin fee / account holder | $265 | $9,275-97.1% | $7,539-96.5% | $4,887-94.6% |