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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 | $111,968 | $86,701+29.1% | $73,309+52.7% | $125,389-10.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.32% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $13,200 | $4,152+217.9% | $3,237+307.8% | $4,866+171.3% |
| Participant deferral / active EE | $15,800 | $5,549+184.7% | $4,991+216.6% | $5,352+195.2% |
| Admin fee / account holder | $25 | $7,768-99.7% | $5,635-99.6% | $9,541-99.7% |