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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 | $61,283 | $58,493+4.8% | $84,021-27.1% | $72,975-16.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 27.78% | 28.93%-1.2pp | 71.32%-43.5pp | 81.01%-53.2pp |
| Employer contribution / active EE | $8,991 | $1,163+673.0% | $1,984+353.2% | $2,440+268.5% |
| Participant deferral / active EE | $6,560 | $2,394+174.0% | $3,239+102.5% | $3,608+81.8% |
| Admin fee / account holder | $148 | $4,569-96.8% | $6,102-97.6% | $5,124-97.1% |