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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 | $236,868 | $113,941+107.9% | $94,229+151.4% | $125,389+88.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.25% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $14,752 | $4,727+212.1% | $3,587+311.3% | $4,866+203.2% |
| Participant deferral / active EE | $15,600 | $5,179+201.2% | $4,320+261.1% | $5,352+191.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |