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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 | $58,743 | $58,600+0.2% | $83,327-29.5% | $64,173-8.5% |
| Participation rate | 92.3% | 72.0%+20.3pp | 77.8%+14.5pp | 69.6%+22.7pp |
| Annual return | -5.76% | 9.66%-15.4pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,706 | $2,098+76.6% | $3,379+9.7% | $2,381+55.6% |
| Participant deferral / active EE | $9,015 | $4,656+93.6% | $5,565+62.0% | $3,470+159.8% |
| Admin fee / account holder | $59 | $9,282-99.4% | $7,540-99.2% | $4,887-98.8% |