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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 | $116,380 | $83,908+38.7% | $68,509+69.9% | $125,388-7.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.92% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $10,087 | $3,031+232.8% | $2,278+342.8% | $4,866+107.3% |
| Participant deferral / active EE | $8,400 | $4,125+103.6% | $3,382+148.3% | $5,352+57.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |