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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 | $131,522 | $87,546+50.2% | $75,784+73.5% | $125,389+4.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.03% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,690 | $3,930-57.0% | $3,323-49.2% | $4,866-65.3% |
| Participant deferral / active EE | $11,500 | $4,230+171.9% | $3,652+214.9% | $5,352+114.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |