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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 | $79,779 | $87,546-8.9% | $75,784+5.3% | $125,389-36.4% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | 0.23% | 13.49%-13.3pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $6,381 | $3,930+62.4% | $3,323+92.0% | $4,866+31.1% |
| Participant deferral / active EE | $3,901 | $4,230-7.8% | $3,652+6.8% | $5,352-27.1% |
| Admin fee / account holder | $112 | $6,503-98.3% | $5,300-97.9% | $9,541-98.8% |