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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 | $57,201 | $52,836+8.3% | $105,738-45.9% | $64,181-10.9% |
| Participation rate | 82.8% | 66.5%+16.2pp | 76.3%+6.4pp | 69.6%+13.2pp |
| Annual return | -7.15% | 14.30%-21.4pp | 6.27%-13.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $10,197 | $1,827+458.1% | $3,268+212.0% | $2,381+328.3% |
| Participant deferral / active EE | $3,784 | $2,545+48.7% | $4,080-7.3% | $3,470+9.1% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |