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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 | $117,567 | $99,032+18.7% | $80,022+46.9% | $135,380-13.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.47% | 15.39%-7.9pp | 11.22%-3.7pp | 519.81%-512.3pp |
| Employer contribution / active EE | $930 | $3,043-69.4% | $2,468-62.3% | $4,779-80.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |