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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 | $239,756 | $92,219+160.0% | $76,768+212.3% | $135,379+77.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -4.45% | 5.46%-9.9pp | 2.43%-6.9pp | 519.79%-524.2pp |
| Employer contribution / active EE | $6,128 | $3,216+90.5% | $2,485+146.6% | $4,779+28.2% |
| Participant deferral / active EE | $10,916 | $4,508+142.1% | $3,852+183.4% | $5,609+94.6% |
| Admin fee / account holder | -$17 | $10,749-100.2% | $6,675-100.3% | $10,828-100.2% |