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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 | $160,870 | $127,387+26.3% | $115,038+39.8% | $125,389+28.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.94% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $8,505 | $5,166+64.6% | $4,608+84.6% | $4,866+74.8% |
| Participant deferral / active EE | $16,283 | $6,423+153.5% | $6,026+170.2% | $5,352+204.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |