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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 | $58,875 | $56,484+4.2% | $169,452-65.3% | $64,173-8.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.49% | -1.55%-0.9pp | 1.83%-4.3pp | 7.63%-10.1pp |
| Employer contribution / active EE | $6,355 | $1,832+246.8% | $4,157+52.9% | $2,381+166.9% |
| Participant deferral / active EE | $6,256 | $3,448+81.5% | $5,277+18.6% | $3,470+80.3% |
| Admin fee / account holder | $94 | $4,174-97.7% | $9,110-99.0% | $4,887-98.1% |