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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 | $54,072 | $127,387-57.6% | $115,038-53.0% | $125,389-56.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.20% | 31.28%-30.1pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $5,685 | $5,166+10.0% | $4,608+23.4% | $4,866+16.8% |
| Participant deferral / active EE | $16,227 | $6,423+152.6% | $6,026+169.3% | $5,352+203.2% |
| Admin fee / account holder | $275 | $9,516-97.1% | $8,175-96.6% | $9,541-97.1% |