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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 | $168,141 | $86,701+93.9% | $73,309+129.4% | $125,388+34.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.16% | 2.78%-1.6pp | 5.67%-4.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $14,509 | $5,549+161.5% | $4,991+190.7% | $5,352+171.1% |
| Admin fee / account holder | $197 | $7,768-97.5% | $5,635-96.5% | $9,541-97.9% |