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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 | $95,812 | $92,219+3.9% | $76,767+24.8% | $135,380-29.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -4.39% | 5.46%-9.9pp | 2.43%-6.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $9,625 | $3,216+199.3% | $2,485+287.3% | $4,779+101.4% |
| Participant deferral / active EE | $8,475 | $4,508+88.0% | $3,852+120.0% | $5,609+51.1% |
| Admin fee / account holder | $65 | $10,749-99.4% | $6,675-99.0% | $10,828-99.4% |