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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 | $103,868 | $86,701+19.8% | $73,309+41.7% | $125,388-17.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.39% | 2.78%-4.2pp | 5.67%-7.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $5,679 | $4,152+36.8% | $3,237+75.4% | $4,866+16.7% |
| Participant deferral / active EE | $7,387 | $5,549+33.1% | $4,991+48.0% | $5,352+38.0% |
| Admin fee / account holder | $136 | $7,768-98.3% | $5,635-97.6% | $9,541-98.6% |