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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 | $134,882 | $127,387+5.9% | $115,038+17.2% | $125,389+7.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.06% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,754 | $5,166-46.7% | $4,608-40.2% | $4,866-43.4% |
| Participant deferral / active EE | $9,046 | $6,423+40.8% | $6,026+50.1% | $5,352+69.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |