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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 | $83,541 | $58,600+42.6% | $83,327+0.3% | $64,173+30.2% |
| Participation rate | 78.0% | 72.0%+6.0pp | 77.8%+0.3pp | 69.6%+8.5pp |
| Annual return | -4.32% | 9.66%-14.0pp | 10.64%-15.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,447 | $2,098+16.6% | $3,379-27.6% | $2,381+2.8% |
| Participant deferral / active EE | $5,067 | $4,656+8.8% | $5,565-8.9% | $3,470+46.0% |
| Admin fee / account holder | $0 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |