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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 | $150,722 | $95,188+58.3% | $76,518+97.0% | $135,380+11.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.93% | 4.85%-6.8pp | -0.27%-1.7pp | 519.81%-521.7pp |
| Employer contribution / active EE | $3,567 | $3,303+8.0% | $2,647+34.7% | $4,779-25.4% |
| Participant deferral / active EE | $16,500 | $4,640+255.6% | $3,836+330.2% | $5,609+194.2% |
| Admin fee / account holder | $87 | $6,249-98.6% | $4,849-98.2% | $10,828-99.2% |