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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 | $56,886 | $61,660-7.7% | $80,022-28.9% | $64,181-11.4% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.7pp | 69.6%+28.0pp |
| Annual return | -4.52% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,264 | $1,810+135.5% | $2,468+72.8% | $2,381+79.1% |
| Participant deferral / active EE | $3,790 | $2,968+27.7% | $3,686+2.8% | $3,470+9.2% |
| Admin fee / account holder | $94 | $5,417-98.3% | $6,521-98.6% | $4,887-98.1% |