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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 | $77,102 | $71,878+7.3% | $86,698-11.1% | $68,486+12.6% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -15.04% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,565 | $2,173+18.0% | $2,837-9.6% | $2,597-1.2% |
| Participant deferral / active EE | $6,732 | $3,779+78.1% | $4,656+44.6% | $4,028+67.1% |
| Admin fee / account holder | $35 | $6,113-99.4% | $7,493-99.5% | $5,404-99.3% |