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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 | $55,096 | $158,852-65.3% | $121,220-54.5% | $135,380-59.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.68% | -0.64%-6.0pp | 16.94%-23.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $8,217 | $5,666+45.0% | $4,023+104.3% | $4,779+71.9% |
| Participant deferral / active EE | $5,687 | $4,006+42.0% | $3,345+70.0% | $5,609+1.4% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |