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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 | $100,366 | $58,600+71.3% | $83,327+20.4% | $64,173+56.4% |
| Participation rate | 96.9% | 72.0%+24.8pp | 77.8%+19.1pp | 69.6%+27.3pp |
| Annual return | -4.57% | 9.66%-14.2pp | 10.64%-15.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,320 | $2,098+58.2% | $3,379-1.7% | $2,381+39.4% |
| Participant deferral / active EE | $8,094 | $4,656+73.9% | $5,565+45.4% | $3,470+133.3% |
| Admin fee / account holder | $70 | $9,282-99.2% | $7,540-99.1% | $4,887-98.6% |