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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 | $69,792 | $48,267+44.6% | $68,808+1.4% | $68,486+1.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.79% | -12.70%-5.1pp | -6.37%-11.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,054 | $1,829+12.3% | $2,656-22.6% | $2,597-20.9% |
| Participant deferral / active EE | $4,429 | $2,867+54.5% | $3,942+12.4% | $4,028+10.0% |
| Admin fee / account holder | $54 | $4,362-98.8% | $4,936-98.9% | $5,404-99.0% |