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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 | $102,735 | $90,590+13.4% | $90,782+13.2% | $135,380-24.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 4.69% | -3.40%+8.1pp | -3.42%+8.1pp | 519.81%-515.1pp |
| Employer contribution / active EE | $1,290 | $4,352-70.4% | $4,105-68.6% | $4,779-73.0% |
| Participant deferral / active EE | $5,040 | $5,407-6.8% | $5,366-6.1% | $5,609-10.1% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |