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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 | $244,620 | $113,941+114.7% | $94,228+159.6% | $125,388+95.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.33% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $6,531 | $4,727+38.2% | $3,587+82.1% | $4,866+34.2% |
| Participant deferral / active EE | $6,674 | $5,179+28.9% | $4,320+54.5% | $5,352+24.7% |
| Admin fee / account holder | $3 | $8,392-100.0% | $6,269-99.9% | $9,541-100.0% |