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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 | $35,750 | $140,592-74.6% | $123,105-71.0% | $125,389-71.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.09% | 16.80%-19.9pp | 13.22%-16.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $4,418 | $6,041-26.9% | $5,151-14.2% | $4,866-9.2% |
| Participant deferral / active EE | $5,983 | $6,980-14.3% | $6,229-4.0% | $5,352+11.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |