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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 | $46,660 | $62,583-25.4% | $76,767-39.2% | $64,173-27.3% |
| Participation rate | 93.1% | 72.8%+20.3pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -7.09% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,606 | $1,832+42.2% | $2,485+4.9% | $2,381+9.5% |
| Participant deferral / active EE | $5,684 | $3,145+80.7% | $3,852+47.6% | $3,470+63.8% |
| Admin fee / account holder | $113 | $4,667-97.6% | $6,675-98.3% | $4,887-97.7% |