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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 | $145,257 | $107,809+34.7% | $90,657+60.2% | $135,380+7.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -5.75% | -0.90%-4.8pp | 1.89%-7.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $15,526 | $3,018+414.5% | $2,532+513.3% | $4,779+224.9% |
| Participant deferral / active EE | $10,621 | $3,872+174.3% | $3,424+210.2% | $5,609+89.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |