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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 | $76,292 | $58,587+30.2% | $83,322-8.4% | $64,173+18.9% |
| Participation rate | 97.6% | 72.0%+25.5pp | 77.8%+19.8pp | 69.6%+28.0pp |
| Annual return | -7.26% | 9.65%-16.9pp | 10.64%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,395 | $2,098+14.1% | $3,379-29.1% | $2,381+0.6% |
| Participant deferral / active EE | $4,078 | $4,654-12.4% | $5,565-26.7% | $3,470+17.5% |
| Admin fee / account holder | $248 | $9,279-97.3% | $7,540-96.7% | $4,887-94.9% |