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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 | $158,222 | $127,387+24.2% | $115,038+37.5% | $125,389+26.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.28% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,626 | $5,166+8.9% | $4,608+22.1% | $4,866+15.6% |
| Participant deferral / active EE | $11,446 | $6,423+78.2% | $6,026+89.9% | $5,352+113.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |