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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 | $129,229 | $113,941+13.4% | $94,228+37.1% | $125,388+3.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.45% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $10,996 | $4,727+132.6% | $3,587+206.6% | $4,866+126.0% |
| Participant deferral / active EE | $3,515 | $5,179-32.1% | $4,320-18.6% | $5,352-34.3% |
| Admin fee / account holder | $269 | $8,392-96.8% | $6,269-95.7% | $9,541-97.2% |