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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 | $46,368 | $43,338+7.0% | $59,887-22.6% | $64,173-27.7% |
| Participation rate | 83.0% | 69.2%+13.9pp | 74.7%+8.3pp | 69.6%+13.4pp |
| Annual return | -4.22% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,756 | $2,030-13.5% | $2,722-35.5% | $2,381-26.3% |
| Participant deferral / active EE | $6,151 | $2,547+141.5% | $3,402+80.8% | $3,470+77.3% |
| Admin fee / account holder | $268 | $3,007-91.1% | $3,591-92.5% | $4,887-94.5% |