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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 | $123,446 | $106,115+16.3% | $85,969+43.6% | $125,389-1.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 76.5%+9.2pp | 83.2%+2.5pp |
| Annual return | 0.17% | 13.93%-13.8pp | 9.32%-9.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $17,708 | $4,537+290.3% | $3,474+409.7% | $4,866+263.9% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |