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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 | $219,467 | $82,314+166.6% | $68,808+219.0% | $134,532+63.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.81% | -2.18%-16.6pp | -6.37%-12.4pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,185 | $3,301+26.8% | $2,656+57.6% | $4,741-11.7% |
| Participant deferral / active EE | $15,993 | $4,740+237.4% | $3,942+305.7% | $6,401+149.8% |
| Admin fee / account holder | $296 | $6,484-95.4% | $4,936-94.0% | $11,429-97.4% |