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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 | $66,388 | $64,359+3.2% | $90,161-26.4% | $70,126-5.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.59% | 28.13%-9.5pp | 34.89%-16.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,140 | $2,046+4.6% | $3,318-35.5% | $2,343-8.7% |
| Participant deferral / active EE | $10,635 | $4,389+142.3% | $5,287+101.1% | $3,332+219.2% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |