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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 | $167,635 | $167,353+0.2% | $143,797+16.6% | $134,545+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.15% | 0.48%-0.3pp | -0.04%+0.2pp | 418.37%-418.2pp |
| Employer contribution / active EE | $3,062 | $5,620-45.5% | $4,952-38.2% | $4,742-35.4% |
| Participant deferral / active EE | $10,000 | $6,447+55.1% | $5,638+77.4% | $6,401+56.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |