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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 | $21,840 | $83,908-74.0% | $68,509-68.1% | $125,389-82.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -1.23% | 14.48%-15.7pp | 8.27%-9.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $6,812 | $3,031+124.8% | $2,278+199.1% | $4,866+40.0% |
| Participant deferral / active EE | $5,143 | $4,125+24.7% | $3,382+52.0% | $5,352-3.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |