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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 | $119,742 | $211,946-43.5% | $169,452-29.3% | $135,379-11.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.80% | 3.26%-9.1pp | 1.83%-7.6pp | 519.79%-525.6pp |
| Employer contribution / active EE | $936 | $5,117-81.7% | $4,157-77.5% | $4,779-80.4% |
| Participant deferral / active EE | $18,119 | $6,075+198.2% | $5,277+243.4% | $5,609+223.0% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |