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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 | $246,899 | $86,701+184.8% | $73,309+236.8% | $125,389+96.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.77% | 2.78%-5.6pp | 5.67%-8.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $5,907 | $4,152+42.3% | $3,237+82.5% | $4,866+21.4% |
| Participant deferral / active EE | $6,042 | $5,549+8.9% | $4,991+21.1% | $5,352+12.9% |
| Admin fee / account holder | $19 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |