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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 | $208,187 | $140,592+48.1% | $123,105+69.1% | $125,389+66.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.98% | 16.80%-15.8pp | 13.22%-12.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $5,298 | $6,041-12.3% | $5,151+2.9% | $4,866+8.9% |
| Participant deferral / active EE | $9,430 | $6,980+35.1% | $6,229+51.4% | $5,352+76.2% |
| Admin fee / account holder | $98 | $11,198-99.1% | $9,014-98.9% | $9,541-99.0% |