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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 | $67,491 | $62,589+7.8% | $76,768-12.1% | $64,173+5.2% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,438 | $1,832+33.1% | $2,485-1.9% | $2,381+2.4% |
| Participant deferral / active EE | $3,554 | $3,145+13.0% | $3,852-7.7% | $3,470+2.4% |
| Admin fee / account holder | $1 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |