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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 | $88,539 | $58,587+51.1% | $83,322+6.3% | $64,173+38.0% |
| Participation rate | 88.5% | 72.0%+16.4pp | 77.8%+10.7pp | 69.6%+18.9pp |
| Annual return | -6.87% | 9.65%-16.5pp | 10.64%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $8,092 | $2,098+285.6% | $3,379+139.5% | $2,381+239.9% |
| Participant deferral / active EE | $6,098 | $4,654+31.0% | $5,565+9.6% | $3,470+75.8% |
| Admin fee / account holder | $244 | $9,279-97.4% | $7,540-96.8% | $4,887-95.0% |