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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 | $70,100 | $64,311+9.0% | $57,356+22.2% | $125,389-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.20% | 25.14%-23.9pp | 24.41%-23.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,892 | $3,846+79.2% | $3,162+118.0% | $5,352+28.8% |
| Admin fee / account holder | $64 | $5,243-98.8% | $3,357-98.1% | $9,541-99.3% |