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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 | $89,012 | $99,345-10.4% | $84,753+5.0% | $273,972-67.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.55% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $17,633 | $4,214+318.4% | $3,574+393.3% | $4,869+262.2% |
| Participant deferral / active EE | $16,000 | $4,270+274.7% | $3,712+331.0% | $5,287+202.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |