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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 | $134,963 | $140,592-4.0% | $123,105+9.6% | $125,389+7.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.59% | 16.80%-17.4pp | 13.22%-13.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $5,708 | $6,041-5.5% | $5,151+10.8% | $4,866+17.3% |
| Participant deferral / active EE | $9,014 | $6,980+29.1% | $6,229+44.7% | $5,352+68.4% |
| Admin fee / account holder | $17 | $11,198-99.8% | $9,014-99.8% | $9,541-99.8% |