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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 | $103,927 | $127,386-18.4% | $115,037-9.7% | $125,388-17.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.51% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,627 | $5,166-68.5% | $4,608-64.7% | $4,866-66.6% |
| Participant deferral / active EE | $5,093 | $6,423-20.7% | $6,026-15.5% | $5,352-4.8% |
| Admin fee / account holder | $24 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |