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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 | $85,821 | $58,587+46.5% | $83,322+3.0% | $64,173+33.7% |
| Participation rate | 76.5% | 72.0%+4.4pp | 77.8%-1.3pp | 69.6%+6.9pp |
| Annual return | -7.17% | 9.65%-16.8pp | 10.64%-17.8pp | 7.63%-14.8pp |
| Employer contribution / active EE | $704 | $2,098-66.4% | $3,379-79.2% | $2,381-70.4% |
| Participant deferral / active EE | $3,597 | $4,654-22.7% | $5,565-35.4% | $3,470+3.7% |
| Admin fee / account holder | $274 | $9,279-97.0% | $7,540-96.4% | $4,887-94.4% |