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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 | $139,767 | $131,835+6.0% | $108,582+28.7% | $273,972-49.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,859 | $5,127+150.8% | $4,311+198.3% | $5,287+143.2% |
| Admin fee / account holder | $243 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |