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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 | $102,893 | $99,032+3.9% | $80,022+28.6% | $135,380-24.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.84% | 15.39%-14.5pp | 11.22%-10.4pp | 519.81%-519.0pp |
| Employer contribution / active EE | $2,021 | $3,043-33.6% | $2,468-18.1% | $4,779-57.7% |
| Participant deferral / active EE | $10,614 | $4,282+147.9% | $3,686+188.0% | $5,609+89.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |