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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 | $150,932 | $106,115+42.2% | $85,969+75.6% | $125,389+20.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.35% | 13.93%-15.3pp | 9.32%-10.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $4,058 | $4,537-10.6% | $3,474+16.8% | $4,866-16.6% |
| Participant deferral / active EE | $8,056 | $4,859+65.8% | $3,829+110.4% | $5,352+50.5% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |