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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 | $162,958 | $127,387+27.9% | $115,038+41.7% | $125,389+30.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.00% | 31.28%-30.3pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $4,288 | $5,166-17.0% | $4,608-6.9% | $4,866-11.9% |
| Participant deferral / active EE | $13,145 | $6,423+104.7% | $6,026+118.1% | $5,352+145.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |