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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 | $80,930 | $127,387-36.5% | $115,038-29.6% | $125,389-35.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.60% | 31.28%-29.7pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $6,057 | $5,166+17.2% | $4,608+31.4% | $4,866+24.5% |
| Participant deferral / active EE | $15,831 | $6,423+146.5% | $6,026+162.7% | $5,352+195.8% |
| Admin fee / account holder | $185 | $9,516-98.1% | $8,175-97.7% | $9,541-98.1% |