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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 | $115,927 | $45,872+152.7% | $77,100+50.4% | $68,490+69.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -4.41% | 1.73%-6.1pp | 42.35%-46.8pp | -7.85%+3.4pp |
| Employer contribution / active EE | $3,038 | $1,650+84.2% | $2,815+7.9% | $2,597+17.0% |
| Participant deferral / active EE | $6,009 | $2,963+102.8% | $4,430+35.7% | $4,028+49.2% |
| Admin fee / account holder | $95 | $3,041-96.9% | $5,443-98.3% | $5,403-98.2% |