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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 | $170,770 | $87,546+95.1% | $75,784+125.3% | $125,389+36.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.71% | 13.49%-8.8pp | 9.68%-5.0pp | 282.24%-277.5pp |
| Employer contribution / active EE | $5,000 | $3,930+27.2% | $3,323+50.4% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30 | $6,503-99.5% | $5,300-99.4% | $9,541-99.7% |