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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 | $149,738 | $65,704+127.9% | $94,229+58.9% | $59,633+151.1% |
| Participation rate | 92.3% | 72.1%+20.2pp | 78.8%+13.5pp | 68.7%+23.6pp |
| Annual return | -1.02% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $4,044 | $2,021+100.1% | $3,587+12.8% | $2,203+83.6% |
| Participant deferral / active EE | $9,438 | $3,143+200.3% | $4,320+118.4% | $3,192+195.7% |
| Admin fee / account holder | $30 | $4,265-99.3% | $6,269-99.5% | $4,297-99.3% |