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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 | $145,200 | $113,941+27.4% | $94,229+54.1% | $125,389+15.8% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -2.83% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $17,468 | $4,727+269.5% | $3,587+387.0% | $4,866+259.0% |
| Participant deferral / active EE | $8,361 | $5,179+61.4% | $4,320+93.5% | $5,352+56.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |