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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 | $87,059+3.1% | $105,608-15.0% | $80,925+11.0% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.7%+10.1pp |
| Annual return | 15.35% | 17.05%-1.7pp | 116.50%-101.2pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,958 | $2,396-18.3% | $3,167-38.2% | $2,756-29.0% |
| Participant deferral / active EE | $5,431 | $3,986+36.2% | $5,010+8.4% | $4,299+26.3% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |