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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 | $89,507 | $104,251-14.1% | $91,004-1.6% | $147,586-39.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.24% | 27.06%-15.8pp | 4.60%+6.6pp | 578.59%-567.3pp |
| Employer contribution / active EE | $2,747 | $3,116-11.8% | $2,456+11.9% | $4,876-43.7% |
| Participant deferral / active EE | $10,367 | $4,195+147.1% | $3,548+192.2% | $5,439+90.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |