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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 | $205,502 | $167,353+22.8% | $143,797+42.9% | $134,545+52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.24% | 0.48%-0.2pp | -0.04%+0.3pp | 418.37%-418.1pp |
| Employer contribution / active EE | $9,940 | $5,620+76.9% | $4,952+100.7% | $4,742+109.6% |
| Participant deferral / active EE | $5,200 | $6,447-19.3% | $5,638-7.8% | $6,401-18.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |