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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 | $134,525 | $167,504-19.7% | $151,628-11.3% | $134,5090% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.55% | 7.81%-9.4pp | 3.34%-4.9pp | 418.13%-419.7pp |
| Employer contribution / active EE | $16,223 | $6,828+137.6% | $6,165+163.1% | $4,741+242.2% |
| Participant deferral / active EE | $9,275 | $8,985+3.2% | $8,363+10.9% | $6,400+44.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |