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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 | $134,616 | $65,712+104.9% | $57,196+135.4% | $273,972-50.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.09% | 22.01%-20.9pp | 14.59%-13.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $22,000 | $3,280+570.7% | $2,683+720.0% | $4,869+351.9% |
| Participant deferral / active EE | $24,000 | $3,782+534.6% | $3,096+675.1% | $5,287+353.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |