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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 | $103,837 | $105,623-1.7% | $87,502+18.7% | $273,972-62.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.00% | 12.26%-9.3pp | 12.21%-9.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $7,566 | $3,141+140.9% | $2,550+196.8% | $4,869+55.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22 | $4,781-99.5% | $4,221-99.5% | $10,133-99.8% |