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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 | $79,275 | $79,633-0.4% | $93,759-15.4% | $68,495+15.7% |
| Participation rate | 73.1% | 75.4%-2.3pp | 81.0%-7.9pp | 67.9%+5.2pp |
| Annual return | -17.64% | -0.10%-17.5pp | -11.33%-6.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,622 | $3,665+26.1% | $4,324+6.9% | $2,596+78.0% |
| Participant deferral / active EE | $8,350 | $5,158+61.9% | $6,096+37.0% | $4,028+107.3% |
| Admin fee / account holder | $38 | $6,871-99.4% | $7,197-99.5% | $5,403-99.3% |