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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 | $83,522 | $62,589+33.4% | $76,768+8.8% | $64,173+30.2% |
| Participation rate | 96.7% | 72.8%+23.8pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | 0.07% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $837 | $1,832-54.3% | $2,485-66.3% | $2,381-64.8% |
| Participant deferral / active EE | $3,246 | $3,145+3.2% | $3,852-15.7% | $3,470-6.4% |
| Admin fee / account holder | $217 | $4,667-95.4% | $6,675-96.8% | $4,887-95.6% |