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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 | $83,693 | $77,358+8.2% | $102,184-18.1% | $87,485-4.3% |
| Participation rate | 75.0% | 78.7%-3.7pp | 82.6%-7.6pp | 68.9%+6.1pp |
| Annual return | 17.57% | 41.11%-23.5pp | 31.58%-14.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,066 | $2,562-58.4% | $3,594-70.3% | $2,596-58.9% |
| Participant deferral / active EE | $10,601 | $6,753+57.0% | $8,309+27.6% | $4,274+148.1% |
| Admin fee / account holder | $86 | $6,809-98.7% | $11,609-99.3% | $7,775-98.9% |