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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 | $70,361 | $127,387-44.8% | $115,038-38.8% | $125,389-43.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.47% | 31.28%-29.8pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $16,319 | $5,166+215.9% | $4,608+254.2% | $4,866+235.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |