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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 | $78,520+6.6% | $96,576-13.3% | $82,448+1.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 17.57% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,066 | $2,630-59.4% | $3,553-70.0% | $2,551-58.2% |
| Participant deferral / active EE | $10,601 | $6,754+57.0% | $7,956+33.2% | $4,139+156.1% |
| Admin fee / account holder | $86 | $13,455-99.4% | $11,381-99.2% | $7,234-98.8% |