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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 | $68,225 | $61,660+10.6% | $80,022-14.7% | $64,173+6.3% |
| Participation rate | 76.6% | 71.7%+4.9pp | 75.8%+0.8pp | 69.6%+7.0pp |
| Annual return | -4.79% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,540 | $1,810-14.9% | $2,468-37.6% | $2,381-35.3% |
| Participant deferral / active EE | $3,697 | $2,968+24.6% | $3,686+0.3% | $3,470+6.6% |
| Admin fee / account holder | $116 | $5,417-97.9% | $6,521-98.2% | $4,887-97.6% |