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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 | $123,966 | $136,307-9.1% | $106,619+16.3% | $273,972-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.34% | 11.05%-6.7pp | 9.42%-5.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $13,664 | $5,190+163.3% | $3,947+246.2% | $4,869+180.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $8,625-98.8% | $6,418-98.4% | $10,133-99.0% |