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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 | $74,086 | $211,946-65.0% | $169,452-56.3% | $135,380-45.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.45% | 3.26%-9.7pp | 1.83%-8.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,476 | $5,117-32.1% | $4,157-16.4% | $4,779-27.3% |
| Participant deferral / active EE | $10,261 | $6,075+68.9% | $5,277+94.4% | $5,609+82.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |