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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 | $154,913 | $127,387+21.6% | $115,038+34.7% | $125,389+23.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.26% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,135 | $5,166-58.7% | $4,608-53.7% | $4,866-56.1% |
| Participant deferral / active EE | $4,020 | $6,423-37.4% | $6,026-33.3% | $5,352-24.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |