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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 | $115,009 | $97,881+17.5% | $80,004+43.8% | $125,389-8.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.74% | 9.36%-12.1pp | 7.63%-10.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $17,338 | $3,128+454.4% | $2,473+601.2% | $4,866+256.3% |
| Participant deferral / active EE | $13,763 | $3,744+267.6% | $3,204+329.6% | $5,352+157.2% |
| Admin fee / account holder | -$80 | $6,278-101.3% | $5,033-101.6% | $9,541-100.8% |