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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 | $89,799 | $87,132+3.1% | $105,624-15.0% | $80,959+10.9% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.7%+10.1pp |
| Annual return | 15.35% | 17.03%-1.7pp | 116.20%-100.9pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,958 | $2,397-18.3% | $3,168-38.2% | $2,757-29.0% |
| Participant deferral / active EE | $5,431 | $3,985+36.3% | $5,013+8.3% | $4,300+26.3% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |