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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 | $127,877 | $58,600+118.2% | $83,327+53.5% | $64,173+99.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.51% | 9.66%-16.2pp | 10.64%-17.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,206 | $2,098+5.1% | $3,379-34.7% | $2,381-7.3% |
| Participant deferral / active EE | $7,367 | $4,656+58.2% | $5,565+32.4% | $3,470+112.3% |
| Admin fee / account holder | $8 | $9,282-99.9% | $7,540-99.9% | $4,887-99.8% |