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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 | $73,239 | $140,592-47.9% | $123,105-40.5% | $125,389-41.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.79% | 16.80%-18.6pp | 13.22%-15.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $13,446 | $6,041+122.6% | $5,151+161.0% | $4,866+176.3% |
| Participant deferral / active EE | $13,735 | $6,980+96.8% | $6,229+120.5% | $5,352+156.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |