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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 | $114,717 | $140,592-18.4% | $123,105-6.8% | $125,389-8.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.45% | 16.80%-15.3pp | 13.22%-11.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $15,229 | $6,041+152.1% | $5,151+195.6% | $4,866+213.0% |
| Participant deferral / active EE | $3,429 | $6,980-50.9% | $6,229-45.0% | $5,352-35.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |