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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 | $122,863 | $97,881+25.5% | $80,004+53.6% | $125,388-2.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.08% | 9.36%-8.3pp | 7.63%-6.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,021 | $3,128-3.4% | $2,473+22.2% | $4,866-37.9% |
| Participant deferral / active EE | $6,520 | $3,744+74.1% | $3,204+103.5% | $5,352+21.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |