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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 | $133,296 | $127,100+4.9% | $105,738+26.1% | $135,379-1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 4.49%-10.9pp | 6.27%-12.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $3,951 | $4,107-3.8% | $3,268+20.9% | $4,779-17.3% |
| Participant deferral / active EE | $9,147 | $5,064+80.6% | $4,080+124.2% | $5,609+63.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |