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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 | $115,379 | $127,096-9.2% | $105,736+9.1% | $135,380-14.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | 1.21% | 4.49%-3.3pp | 6.27%-5.1pp | 519.81%-518.6pp |
| Employer contribution / active EE | $14,864 | $4,107+261.9% | $3,268+354.8% | $4,779+211.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |