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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 | $78,069 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-71.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 68.4%+6.6pp | 83.0%-8.0pp |
| Annual return | 13.90% | 2.55%+11.4pp | 5.24%+8.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $3,735 | $2,350+58.9% | $1,844+102.6% | $4,869-23.3% |
| Participant deferral / active EE | $14,213 | $2,962+379.9% | $2,591+448.6% | $5,287+168.8% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |