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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 | $93,583 | $67,411+38.8% | $91,004+2.8% | $70,124+33.5% |
| Participation rate | 78.3% | 71.4%+6.9pp | 75.6%+2.7pp | 69.5%+8.7pp |
| Annual return | 13.11% | -40.16%+53.3pp | 4.60%+8.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,644 | $1,786-7.9% | $2,456-33.1% | $2,342-29.8% |
| Participant deferral / active EE | $3,325 | $2,823+17.8% | $3,548-6.3% | $3,332-0.2% |
| Admin fee / account holder | $103 | $4,236-97.6% | $5,417-98.1% | $4,645-97.8% |