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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 | $106,183 | $87,546+21.3% | $75,784+40.1% | $125,389-15.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.28% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,121 | $3,930+30.3% | $3,323+54.1% | $4,866+5.2% |
| Participant deferral / active EE | $10,517 | $4,230+148.6% | $3,652+188.0% | $5,352+96.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |