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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 | $103,761 | $107,809-3.8% | $90,657+14.5% | $135,380-23.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 5.09% | -0.90%+6.0pp | 1.89%+3.2pp | 519.81%-514.7pp |
| Employer contribution / active EE | $2,854 | $3,018-5.4% | $2,532+12.7% | $4,779-40.3% |
| Participant deferral / active EE | $974 | $3,872-74.9% | $3,424-71.6% | $5,609-82.6% |
| Admin fee / account holder | $125 | $5,931-97.9% | $4,994-97.5% | $10,828-98.8% |